Wealth of Advice Revenue

Financial Services • Durham, England, United Kingdom • 1-10 Employees

Wealth of Advice revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contact at Wealth of Advice

Chris Breward Fpfs Managing

Owner

Company overview

Headquarters	3, Mandale Park, Durham, DH1 1TH, GB
Phone number	+441913841008
Website	wealthofadvice.co.uk
NAICS	52
SIC	628
Keywords	Investments, Tax Planning, Trusts, Inheritance Tax, Retirement Planning, Estate Planning, Pension Transfers, Income Drawdown, Defined Benefit Pensions, Defined Contribution Pensions, Flexi Access Drawdown
Founded	2011
Employees	1-10

Wealth of Advice Email Formats

Wealth of Advice uses 4 email formats. The most common is {first name}{last name} (e.g., johndoe@wealthofadvice.co.uk), used 63.6% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@wealthofadvice.co.uk	63.6%
{first initial}	j@wealthofadvice.co.uk	18.2%
{first initial}{last name}	jdoe@wealthofadvice.co.uk	9.1%
{first name}	john@wealthofadvice.co.uk	9.1%

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.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Head

Manager

Entry

Employees by Department

Wealth of Advice has 4 employees across 2 departments.

Departments

Number of employees

Funding Data

Wealth of Advice has never raised funding before.

Wealth of Advice Tech Stack

Discover the technologies and tools that power Wealth of Advice's digital infrastructure, from frameworks to analytics platforms.

Chatwoot

Live chat

Vimeo

Video players

Embedly

Widgets

Microsoft 365

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

HSTS

Security

Webflow

Page builders

MailChimp

Google Analytics

Analytics

YouTube

Video players

Frequently asked questions

Wealth of Advice is located in Durham, England, GB.

You can reach Wealth of Advice at +441913841008.

Wealth of Advice generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

Wealth of Advice has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Wealth of Advice was founded in 2011, making it 15 years old. The company has established itself as a significant player in its industry over this time.

Wealth of Advice has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Wealth of Advice

Chris Breward Fpfs Managing

Owner

4.8

40,000 users