At Wealth of Advice, we help hard-working people to retire comfortably, sometimes earlier and happier than they expected!
We're keen to share our knowledge on pensions and investments with those who would benefit from it, which is why we've created our channel.
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Our Market Updates provide insight for our clients as to how their portfolios are performing, as well as keeping you up to date with the latest industry news and market trends.
Retire Well with Wealth of Advice Podcast
New episodes every Tuesday! We break down all aspects of retirement planning, giving you the knowledge you need to retire well.
Talk To Us
Wealth of Advice is a Chartered Financial Planning firm based in Durham, UK. Our team of experts are here to help you get the most out of your pensions, investments and estate.
www.wealthofadvice.co.uk
Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Capital at risk, and not direct advice.
Wealth of Advice
Got questions about retirement? This is your chance to get real answers.
We're inviting listeners of the Retire Well podcast to join us for an exclusive live Q&A session with Matthew and Joe, taking place on Wednesday 24th June at 17:30.
Whether you're wondering when you can retire, how to make your money last, or simply want a clearer plan for the years ahead, this is your opportunity to ask us directly.
What to expect:
Clear, easy to understand answers to your retirement questions
Real conversation - not a lecture
Topics shaped by you and what matters most to your situation
Reserve your spot - spaces are limited to keep the session interactive.
www.retirewellpodcast.co.uk/events
We hope to see you there!
1 month ago (edited) | [YT] | 7
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Wealth of Advice
As we mentioned in today's episode, we're hosting a free retirement webinar in May with the opportunity to ask our advisers questions!
Matthew & Joe will provide insight on:
- What does retirement mean for you?
- Key things to consider as you approach retirement
- Different types of pensions explained
- Your retirement options
- Common questions when approaching retirement
- How financial planning can help
With session available on the 14th & 15th of May, make sure you secure your spot!
Sign up today: www.retirewellpodcast.co.uk/events
2 months ago | [YT] | 4
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Wealth of Advice
Join us for a free retirement webinar in May with the opportunity to ask our advisers questions!
Matthew & Joe will provide insight on:
- What does retirement mean for you?
- Key things to consider as you approach retirement
- Different types of pensions explained
- Your retirement options
- Common questions when approaching retirement
- How financial planning can help
With session available on the 14th & 15th of May, make sure you secure your spot!
Sign up today: www.retirewellpodcast.co.uk/events
2 months ago (edited) | [YT] | 2
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Wealth of Advice
100,000 views and counting!
What started as a small project to help people retire well has grown into something far bigger than we ever anticipated. The Retire Well podcast has now hit 100,000 views across all episodes, and we're just getting started!
Here's a sneak peek behind the scenes of where the magic happens as Matthew and Joe are sat down to film this morning.
Thank you to everyone who's tuned in, shared, and supported us along the way!
10 months ago | [YT] | 13
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Wealth of Advice
📢 We’re planning an in-person Retirement Workshop!
Matthew & Joe will guide you through the key aspects of retiring well - from pensions and investments to lifestyle planning and estate planning considerations.
To help us choose the best location, we'd love to know where you're based in the UK. Please vote below!
We're limited to four poll options, so let us know your city in the comments below 👇
10 months ago | [YT] | 2
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Wealth of Advice
We're hoping to do another Q&A episode of Retire Well soon, so we'd love to hear your retirement and pension questions!
Pop them in the comments below and we'll add them to the list for one of our upcoming episodes.
#RetireWell
1 year ago (edited) | [YT] | 2
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Wealth of Advice
If you've watched our last few Retire Well podcast episodes, we're hoping you have a good idea of what options are available to you in retirement.
Out of curiosity, which option do you think would suit you most?
1 year ago | [YT] | 3
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Wealth of Advice
Are you approaching retirement and would like to learn more about your options?
Sign up to attend our latest event, Your Retirement Checklist, a Free Retirement Workshop. Our team of experts will cover a variety of topics, as well as giving you the chance to ask your questions:
- What Does Retirement Mean For You?
- Key Things To Consider As You Approach Retirement
- Different Types of Pensions Explained
- Your Retirement Options
- Common Questions When Approaching Retirement
- How Financial Planning Can Help
You can register to attend our next event on our website: www.wealthofadvice.co.uk/upcoming-events
We look forward to seeing you there!
2 years ago | [YT] | 1
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Wealth of Advice
In 2022, we posted a video about the Money Purchase Annual Allowance.
Since then, changes to pension rules and allowances have meant that our old video is no longer accurate - but we've recorded a short video which includes the most up to date information on the Money Purchase Annual Allowance.
Let us know what you think!
2 years ago | [YT] | 0
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Wealth of Advice
In case you missed it, here's our latest video which covers Pension Consolidation in detail!
We've answered 4 of the more common questions we hear about Pension Consolidation, in the hopes to make it clearer how the process works and whether it could be the right option for you.
2 years ago | [YT] | 0
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