Wealth of Advice

Wealth of Advice

Financial Services Durham, County, United Kingdom 10 employees
Employees
10
Contacts
2
Emails
2

Wealth of Advice Overview

Headquarters
Durham, County, United Kingdom
Industry
Financial Services
Employees
10
Founded
2011
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Wealth of Advice

Based in County Durham, we offer bespoke solutions across a vast range of services to clients across the North East of England and further afield, tailoring our advice to the specific needs of the individual. We believe in offering the best possible service to our expanding client base, and are looking for individuals who share our values. Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909.

Wealth of Advice Contact Details

People in AeroLeads
4
With contact data
2
Email contacts
2
50.0% coverage

Wealth of Advice Org Chart

Sample employees and titles
Name Title Contact
Joe Phillips Financial Planner at Wealth of Advice
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Matthew Sinclair Apfs - Director and Chartered Financial Planner Director & Chartered Financial Planner
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Jordan Linfoot Fpfs Head of Investment Research at Wealth
Email
Chris Breward Fpfs - Managing Director, Chartered Financial Planner Managing Director & Chartered Financial
Email

Employees by Management Level

Individual contributor 5 profiles
Director 2 profiles
VP / Head 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 2 2 0
Executive 1 1 0
IT 1 1 0

Wealth of Advice Tech Stack

Data / AI 1 profile

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