Financial Advisers (Independent) in Durham
Swale House, Unit 3
Belmont Industrial Estate
Monday to Sunday: 9am - 5:30pm
Wealth of Advice are a firm of Financial Advisers set up by Chris Breward, a Chartered Financial Planner, offering a comprehensive financial planning service to give expert advice in the following areas:
We pride ourselves on developing long term relationships with our clients, building up a level of trust and understanding client's goals and long term financial planning objectives to increase their wealth through efficient and bespoke tax and investment planning.
We will never promise to be able to do something we can't achieve but will always deliver recommendations and advice to a superior standard, considering what's important to our clients and also listening and valuing their options to ensure that the solutions we offer are suitable.
If you would like to know more please get in touch so that we can explain what we can do for you and perhaps most importantly explain how our knowledge of all things financial this will be of benefit to you
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Helping you plan how your wealth is passed through to the next generation of your family ensuring bloodline protection and tax efficiency.