Wealth of Advice Ltd

Wealth of Advice Ltd - County Durham Broker | Mortgage118

Team Members

Meet our experienced team of mortgage professionals

Charlotte Harris

Mortgage Adviser

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Daniel Evans

Protection Specialist

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About Wealth of Advice Ltd

At Wealth of Advice Ltd, based in the heart of County Durham, I focus on providing expert mortgage advice tailored to the unique needs of my clients. My specialisations in holiday lets and residential properties allow me to navigate the complexities of the mortgage landscape with precision and insight. When clients approach me, they often have specific goals in mind—whether it's securing funding for a new home or investing in a holiday let that generates income. I prioritise understanding their financial situation and aspirations, enabling me to guide them through the various mortgage options available. This process involves thorough research and analysis, ensuring that I present a range of suitable products that align with their objectives. For holiday lets, I delve into the intricacies of buy-to-let mortgages, focusing on the unique requirements for properties intended for short-term rental. With the rise of platforms like Airbnb, many investors are eager to capitalise on this opportunity. I help clients understand the nuances of rental income assessments and the potential implications for mortgage affordability. My role is to demystify these aspects, making it easier for clients to make informed decisions. In the residential space, I assist first-time buyers and seasoned homeowners alike. Understanding that buying a home is often the largest financial commitment an individual will make, I take the time to explain the process, from pre-approval to completion. I ensure clients are aware of the potential pitfalls and benefits related to different mortgage types, enabling them to navigate their journey with confidence. Communication is a priority throughout the process. I aim to be accessible and responsive, ensuring clients feel supported at every stage.

Specialisations

Holiday Lets

Languages Spoken

🇬🇧English

Reviews & Ratings

Google

5(23 reviews)

Miles Handy

3 Feb 2026

Well I’ve been to the great caring very professional people today to sort out some more advice for me they make you feel cared for secured as and at ease listen if you need any help you will never go wrong with this business I honestly mean it

Keith Stubbs

2 Dec 2020

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.

Alex Taylor

13 Nov 2019

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.

Dale Pascoe

16 Oct 2019

I have been with Chris and the team since early 2019 on the recommendation of a family member and have no regrets with the decision. The have proved to be invaluable with advise on my Pensions & investments. I would highly recommend Chris and his team to anyone.

Derek Booth

2 Oct 2019

I would like to take this opportunity to thank Chris and his team for all the good work they have done for us,since we started using their services . We have been with wealth of advice for around 18 month and have found them to be an excellent and professional company to work with. They are always willing to listen to you when needed. The new secured portal they have setup over the last 6 months or so , makes it easy to check on how you are doing . As well as making it easy for them to contact you and you to contact them.