WEALTH OF ADVICE LIMITED

Name: WEALTH OF ADVICE LIMITED
Address: Wealth Of Advice Ltd, Swale House Unit 3, Durham, County Durham, DH1 1TH, GB
Telephone: 0191 384 1008
Price range: $$
Rating: 4.9

aka Annuity Central, WEALTH OF ADVICE LIMITED

Authorised FRN 563909 4.9 (18)

About

Wealth of Advice will help you achieve your long-term goals with an ongoing financial plan, whether that's retiring early or passing on your wealth to your family.

Source: wealthofadvice.co.uk

Contact & Location

Address

3, Swale House, Mandale Business Park, Belmont Estate, Durham DH1 1TH, UK

More advisers in County Durham

Phone

0191 384 1008

Website

wealthofadvice.co.uk

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Opening Hours

Monday9:00 AM – 5:00 PM

Tuesday9:00 AM – 5:00 PM

Wednesday9:00 AM – 5:00 PM

Thursday9:00 AM – 5:00 PM

Friday9:00 AM – 5:00 PM

SaturdayClosed

SundayClosed

Specialisms

Alternative Investments Pensions Retirement Investments

Regulatory Information

FRN: 563909
Status: Authorised
Date Authorised: 8 March 2012
Years Authorised: 14 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (9)

Show all permissions

✓CBTL Status
✓CBTL Effective Date
✓CBTL End Date
✓Agreeing to carry on a regulated activity
✓Advising on P2P agreements
✓Advising on Pension Transfers and Pension Opt Outs
✓Making arrangements with a view to transactions in investments
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 07709624
Company Status: Active
Incorporation Date: 19 July 2011
Directors: 2
Accounts Category: Total Exemption Full
Last Accounts Filed: 31 July 2024
SIC Codes: 64999

Team (10)

Christopher Richard Breward
ApprovedCertified
Matthew Alexander Pentti Sinclair
ApprovedCertified
Aimee Louise Watson
ApprovedCertified
Joseph Phillips
Certified
Michael Allan Weedon
ApprovedCertified
Steven Charles Henderson
ApprovedCertified
Gary Stoker
No longer required
Stephen Green
No longer required
Neil Mullen
No longer required
Jodene Breward
No longer required

Google Reviews

4.9

18 reviews on Google

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Sourced from Google Business Profiles. We display the aggregate rating and review count but do not host individual reviews. Data is refreshed periodically.

Quick Facts

Durham, North East
14 years FCA-authorised
12 registered individuals
4 specialisms
9 FCA permissions
CH 07709624

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Data Sources

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.