Joe Phillips
Wealth of Advice
0330 038 8939
Based in Durham
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FCA status: Certified by Firm
Joe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joe's status
Last checked: 18 April 2025
Joe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joe's status
6
Recent Client Reviews
Joe has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joe has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Joe has not yet added their qualifications to their profile
Qualifications not yet added
Joe has not yet added their qualifications to their profile
Transparent Fees
Joe has not yet added their fees to their profile
Fees not yet added
Joe has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joe (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Joe
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joe (based on 3 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Joe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joe's status
Last checked: 18 April 2025
Joe is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Joe's status
6
Recent Client Reviews
Joe has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Joe has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Joe has not yet added their qualifications to their profile
Qualifications not yet added
Joe has not yet added their qualifications to their profile
Transparent Fees
Joe has not yet added their fees to their profile
Fees not yet added
Joe has not yet added their fees to their profile
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joe (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Joe
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Joe (based on 3 first impressions)
At Northumbria University, I achieved a degree in Finance and Investment Management and have been part of the Financial Services Industry ever since. Alongside advising my clients, I am also a member of the Business Advisory Board at Northumbria University. Wealth of Advice is a Chartered Financial Planning firm based in Durham & South Shields, helping people across the North East to get the most out of their retirement. As a Wealth of Advice client, you'll receive expert advice from people who know as much as is possible about everything to do with pensions and investments. We spell it all out without the jargon, with our no nonsense approach to financial planning. As well as helping you manage your finances in retirement or helping save for a future event with expert investment advice, we're also on hand to provide any additional services you might require as and when you need them. This can be anything from setting up a Trust to making sure you have a Will and a Power of Attorney in place. As a completely independent firm, our clients benefit from us being able to offer advice on all financial products and services available across the entire market place. We're honest about our fees - we always agree our charges upfront, disclosing them to you in a clear and transparent way. Most of all, we work hard for those who've worked hard - our goal is to keep on grafting so you don't have to.
Offers available through VouchedFor
Contact Joe through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Joe's clients
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Adviser Disclaimer
Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. We are committed to providing products and service of the very highest standards. If you feel that we haven’t lived up to your expectations in any way, we would like to know so we can put things right for you. If you have a complaint make sure you contact us here. We will do all we can to resolve your complaint by the end of the next business day. If we can’t do this, we will write to you within five working days to tell you what we have done to resolve the problem, or acknowledge your complaint and let you know when you can expect a full response. If we haven’t issued our response within eight weeks from the date you first raised your complaint, or if you’re dissatisfied with our response, you can ask the Financial Ombudsman Service – www.financial-ombudsman.org.uk – for an independent review. The Financial Ombudsman Service will only consider your complaint once you’ve tried to resolve it with us, so please take up your concerns with us first and we’ll do all we can to help.