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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.
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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!
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...
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.
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.
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