1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. East Of England
  6. breadcrumb-arrow
  7. Essex
  8. breadcrumb-arrow
  9. Chelmsford
  10. breadcrumb-arrow
  11. Advance Wealth

Advance Wealth

Independent Financial Adviser  1 The Coppice, Bishops Stortford, CM23 4HX
First meeting at adviser's own cost
My mission is to help people achieve their financial goals with a smile on their face through complete trust and Integrity.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 27th June 2022
Meet our advisers
Sheetal Jain
Accreditations
Certified Financial Planner
About us

I am a dynamic and committed Professional having achieved level 4 qualification (DipPFS) and level 3 Cert CII (MP). I believe in trust and integrity being the key values leading to long and healthy client relationships and enabling the desired outcome.

Our services

Specialties:-
Wealth Management, Retirement Planning and Investments including, but not limited to: Portfolio Management, Estate Planning, Strategic Financial Planning, Investment Strategies, , Inheritance Tax Planning, Pensions etc.

Service I Offer :-
• Initial interviews are conducted free of charge giving you and I the opportunity to meet to discuss any issues, concerns and financial objective you want advice on.
• Before any advice can be provided I need to gather detailed hard and soft financial facts about your personal or business circumstances, which will form the basis of the advice.
• If the advice concerns investments, I will need to discuss your attitudes towards investment risk rewards, which is conducted by a series of questions and responses.
• Advice is presented as a report to be discussed in detail and questions answered before you proceed to any recommendations made.
• Annual reviews to address any circumstantial changes

Where to find us
Head office address: 1 The Coppice, Bishops Stortford, CM23 4HX
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 27th June 2022

Similar advisers near you

Sacre Associates
Independent Financial Adviser 0 mi
 
 
See profile
Goodlad & Co Ltd
Independent Financial Adviser 0.14 mi
Why is Independent Financial Advice important? Well one company does not have all the best products and services Add this to the fact that when comparing products and services we are also comparing costs to ensure that we are recommending the best products at the best price. Whilst tied advice offers you a product which is the best of what they have, it may not be the best available from the whole of the market and may not be at the best price. Get in touch with us to see if we can help. If we cannot improve on what you have we will tell you this. If what you have is great we will tell you this. There is no initial consultation fee to understand what you have and what you need. Fees are only payable if we believe that we can make a difference and you instruct us to implement this plan.
 
See profile
Kevin Robins - True Potential Wealth Management
Restricted - whole of market 0.14 mi
Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
 
See profile
The Pension Planner
Independent Financial Adviser 0.14 mi
With ever changing legislation, retirement options can be at best confusing. Take advice from retirement specialists at The Pension Planner.
 
See profile