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
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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
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Capital gains tax
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Estate planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022
Meet our advisers
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
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    Online (Live chat, video, email)
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    Face to face
Compliance

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

Response rating
7.0/10
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FCA authorised
Last authorised 20th June 2022

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