Reviews of Wealth of Advice Ltd. (Financial Consultant) in Durham (County Durham).
Wealth of Advice Ltd
Swale House, Mandale Business Park, 3, Belmont Estate, Durham DH1 1TH, United Kingdom
Description
Information of Wealth of Advice Ltd, Financial Consultant in Durham (County Durham)
On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.
This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.
Map
Open hours of Wealth of Advice Ltd
Sunday
Closed
Monday
9am–5pm
Tuesday
9am–5pm
Wednesday
9am–5pm
Thursday
9am–5pm
Friday
9am–5pm
Saturday
Closed
Popular times
Sunday
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Monday
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Tuesday
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Wednesday
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Thursday
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Reviews of Wealth of Advice Ltd
D. B.I would like to take this opportunity to thank Chris and his team for all the good work they have done for us,since we started using their services . We have been with wealth of advice for around 18 month and have found them to be an excellent and professional company to work with. They are always willing to listen to you when needed. The new secured portal they have setup over the last 6 months or so , makes it easy to check on how you are doing . As well as making it easy for them to contact you and you to contact them.
A. T.Following retirement and with a lump sum to invest I looked at a number of local independent financial advisers. After meeting Chris I felt confident that he would provide the advice I needed whilst listening to my needs. Having been with Wealth of Advice for a few years now I know that that confidence was not misplaced. Chris and his team work hard to ensure that their knowledge of the markets and the broader financial environment benefit's my investments.
K. S.I’ve been with Wealth of Advice for over two years now and found them to be very professional and informative.
They always keep you up to date on how investments are performing by organising annual reviews and general meetings throughout the year.
They continually monitor how markets are performing and advise changes if and when necessary. This has given me great confidence and peace of mind especially through the ups and downs of the markets during COVID.
I would have no hesitation to recommend Wealth of Advice to anyone.
B. H.We have been with Wealth of Advice for over 5 years and have been very pleased with their work. Chris and his team are knowledgeable, professional and responsive. Highly recommended!
D. P.I have been with Chris and the team since early 2019 on the recommendation of a family member and have no regrets with the decision.
The have proved to be invaluable with advise on my Pensions & investments. I would highly recommend Chris and his team to anyone.
A. B.I think that my wife and i were one of Chris's first clients when he first set up and moved to Durham, i have had many reviews since that time and always found Chris to be professional, He has built up along with his staff a very successful business built on knowledge of the markets and professionalism coupled with friendliness and the ability to listen, i cannot fault him/them
P. S.Been with Chris and the team for a few years now and he has always provided good advice and explained it in a way that is easy to understand. I am no expert but i feel confident with the information he has given to allow me to make the best decisions for my needs.
A. J.Excellent, bespoke financial planning advice, with friendly and client-focussed staff always at hand. I would have no hesitation in recommending Chris and the team.
a. m.Never had any issues with the Wealth of Advice services, always professional and punctual and prepared to meet face to face at my convenience, investments have been very positive over the years, long may they continue, I feel I'm in safe hands financially with the team...
C. K.Very professional and personal advice , backed up by an excellent online portal. Chris and his staff are very courteous and communicate complex financial issues with clarity.
D. B.Would highly recommend Chris and his team to anyone, we’ve been with them now for nearly two years and have always received a very professional and friendly service.
I. B.Excellent service, listen to your needs and suggest ideas. Always reviewing the situation. Friendly and knowledgeable staff.
c. c.Difficult place to find, but an interesting first meeting. Very professional whilst being relaxed.
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L. B.Contact
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