Advance Wealth

Independent Financial Adviser  1 The Coppice, Bishops Stortford, CM23 4HX
First meeting at adviser's own cost
Hi, I am Sheetal Jain working as IFA. I take pride in helping clients towards meeting Financial objective with key success criteria being the smile to their faces and my integrity and trust are the key factors
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
Meet our advisers
About us

I am a dynamic and committed Professional having achieved level 4 qualification (DipPFS) and level 3 Cert CII (MP) recently. He has extensive experience in investment and Banking firms for more than a decade with prominent organisations such as Fidelity Investments and Lloyds Banking group. I believe in trust and integrity being the key values leading to long and healthy client relationships and enabling the desired outcome.

Our services

𝗪𝗛𝗔𝗧 𝗜 𝗗𝗢 𝗔𝗡𝗗 𝗛𝗢𝗪 𝗜 𝗖𝗔𝗡 𝗛𝗘𝗟𝗣 𝗬𝗢𝗨:

Look after your financial goals:

1) Retirement Plan
2) Inheritance Plan

Go through a process whereby I would engage with you to assess your goals, identify gaps if there are any and put up a plan to potentially achieve those goals with regular reviews of those plans

Protection / Insurances: Uncertainty is certain indeed and tomorrow is not a promise. It is vital to review the need to ensure there is a support available for the family and loved ones in unforeseen circumstances

𝗖𝗢𝗥𝗘 𝗢𝗨𝗧𝗖𝗢𝗠𝗘𝗦 𝗢𝗙 𝗪𝗢𝗥𝗞𝗜𝗡𝗚 𝗪𝗜𝗧𝗛 𝗠𝗘 (Growth):

I would work closely and engage to identify your risk appetite and the needs of any investments to meet your financial goals for growth. I would endeavour towards a healthy everlasting relationship rather than one off and that will remain my passion while reviewing the case or recommending any solution

Where to find us
Head office address: 1 The Coppice, Bishops Stortford, CM23 4HX
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£101,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

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