Wealth Management

We share our knowledge so you can make better decisions

What if you had access to market insights?

Hear what our clients
have to say about us....

Why our clients love what we do

  • Knowledgeable & Ethical Team

    Knowledgeable & Ethical Team

    We are extremely happy with the professional services and advice we receive from the team at Pride Advice, they took the time to assess our situation and requirements and provided timely advice. Being able to draw upon a wide range of skills and experience across financial planning and risk management services gives us great confidence that our financial affairs are being well looked after. It is certainly a pleasure dealing with a knowledgeable and ethical team who are interested in our needs.
    M B
  • Pride Advice Has Helped Me

    Pride Advice Has Helped Me

    I have been a long term Client of Pride Advice and like a lot of people always wondered "are personal insurances and the premiums I pay worth it?" I have recently been diagnosed with Cancer and am now undergoing Chemotherapy. My Doctor has told me I will need at least a year off of work due to the nature of what I do. Pride Advice have helped me to make a claim on my insurances and thankfully I now have an ongoing income and a lump sum in my bank account. This has taken a lot of pressure off financially and I can now just concentrate on getting well. I’m very grateful that I had good cover in place and some support during this challenging time in my life.
    DH
  • Staff Are Highly Knowledgeable

    Staff Are Highly Knowledgeable

    Exceptional service from the first point of contact all the way to professional statements of advice. All staff are highly knowledgeable and appear to know every client and their individual needs. Highly recommend an appointment.
    AS
  • Polite & Friendly Staff!

    Polite & Friendly Staff!

    In particular, I would like to say that I have always found the staff at ‘Pride Advice’ polite and friendly, and that they have always gone beyond what could normally be expected to be of help. Furthermore they have always been available to speak to me over the phone, and have always shown themselves eager not only to deal with my specific concerns, but also to prioritised their endeavour to enhance and promote my financial goals along the way. I should also add that I have found their fees to be quite reasonable – considering the complexity, the quality, and the entirety of their annual professional input that has been required in my cases over the years.
    J K
  • They Are Easy to Work With

    They Are Easy to Work With

    Making a decision to work with a Finance Adviser is almost as intimate decision as choosing a partner. You need to trust them and know they will have your back and keep you safe. I have been a client of Pride for over 10 years and I think the sign of success for any external partner is that they are easy to work with, responsive, active at developing and ensuring they are constantly learning new things and most importantly, are passionate and driven to not just help you achieve your goals but overachieve them. Repetitively winning practice of the year demonstrates their commitment to all of these things.
    P K
  • Many Thanks to Pride Advice

    Many Thanks to Pride Advice

    5 months ago, I sustained an injury outside of work which still today has not healed, and have been unable to work since. My income protection has come to the rescue and has supplemented all that lost income, something I thought would never have been needed. Not only has it relieved the pressure financially, but mentally it had been an incredible comfort and relief and removed all stress and strain. Instead of being forced financially to return to work prematurely, and risk aggravating or causing further damage, I can instead focus on my recovery and healing correctly and returning to work when it's safe for me to do so. Income Protection has proven to be such a blessing indeed, and can't imagine the situation we'd be in if we didn't have it. Many thanks to Pride for their management, guidance and overseeing of my claim.
    HP
  • Financial Advice Tailored Perfectly

    Financial Advice Tailored Perfectly

    Receiving financial advice from Pride Advice has given me a greater education, understanding and confidence with investments, and impressed upon me the importance of having the correct level of insurance cover, all tailored perfectly to my needs.
    KJ
  • Communication Has Been Excellent

    Communication Has Been Excellent

    I wasn't happy with my financial adviser and when talking about it with a friend, they suggested that I get in contact with Pride Advice. On meeting with Tracey she mapped out how my financial future can look and explained why I should take certain steps to improve my financial outcome. Since switching to Pride Advice I have had exemplary service from Tracey and Brett (Owner) and their team. Communication has been excellent, which is so important, particularly as we are in the current world financial woes.
    KP
  • Highly Experienced in Their Field

    Highly Experienced in Their Field

    We have been clients for 2 years now at Pride Advice and during this time we’ve been very impressed with the clear direction and guidance we have received. Our adviser has worked together with us in establishing a clear sound plan for our future financial needs and we now have a very clear vision. I would absolutely recommend to anyone looking to seek financial or wealth planning help from those highly experienced in their field to offer sound advice .
    T S

We pride ourselves on the best advice.

With consecutive wins of the RI ADVICE Awards - you can feel safe we will be with you every step of the way..