Response rating
9.5/10
FCA verified
26th June 2017

Advance Wealth Limited

Independent Financial Adviser 1 Canada Square, Canary Wharf, London, E14 5AB
First meeting at adviser's own cost
The main purpose of my role is to help professionals protect and grow their wealth.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Estate planning
    • Long term care
Meet our advisers
adviser-person
Lawrence Dean
Wealth Manager
What our clients say
What were the circumstances that caused you to look for a Financial adviser? retirement. How did Lawrence Dean help you? Sorted out a pension and investments. What is your current situation? Have you seen the outcome you were hoping for? Good growth and service.
Patrick, London
What were the circumstances that caused you to look for a Financial adviser? I had some extra income that I felt could benefit being put to use. How did Lawrence Dean help you? Lawrence has assisted in giving me a realistic balanced view on options and has been very honest and open about the risks and potential of the suggested plans. What is your current situation? Have you seen the outcome you were hoping for? Excelled beyond what I expected. What could they have done better? In all the years of my experience I believe the way he has conducted himself and his application of knowledge and how the information was presented to me in such a palatable way should be a blueprint for anyone providing advice. I couldn't fault my experience
George, London
What were the circumstances that caused you to look for a Financial adviser? Pension scheme. How did Lawrence Dean help you? Set up company pension scheme and death in service policy. What is your current situation? Have you seen the outcome you were hoping for? Yes, good growth in the pension scheme.
Steve, Kent
What were the circumstances that caused you to look for a Financial adviser? I wanted to review my pension. How did Lawrence Dean help you? Lawrence went through my needs and circumstances. He recommended products and services to help my situation. He was patient with me and walked me through every step. What is your current situation? Have you seen the outcome you were hoping for? Lawrence has kept in touch with me every 3 months as promised and my investments and savings have grown in a very efficient manner. My protection is now in line with my circumstances as well. What could they have done better? No feedback.
Jemma, London
What were the circumstances that caused you to look for a Financial adviser? I was disillusioned with my personal pension provider and needed help and advice on how best to change to a new provider and how to plan for my retirement. How did Lawrence Dean help you? Lawrence was fantastic: he visited me at home and took all the time needed to go through all my paperwork and understand my pension needs and requirements. He explained in full anything that I was unsure of and has completed all the work promised. What is your current situation? Have you seen the outcome you were hoping for? I was happy with the recommendations and have gone ahead with Lawrence's advice for my pension and planning for the future. I feel that I'm in a far better place regarding planning for my retirement and I could not have achieved this without having the advice from a financial planner. The policy and planning are definitely better than I could ever have achieved on my own and I'm very happy with the service that Lawrence provides. What could they have done better? I don't think there is anything that he could have done better; the service that Lawrence provided was excellent. I never thought that I was the sort of person who would benefit from a financial advisor and always felt that it was a service for people who were in much stronger financial position than I. Lawrence put my mind at rest and assured me that he could help with my pension planning. He has turned something that I found to be confusing and complex into something structured and reassuring.
Trish, Kent
What were the circumstances that caused you to look for a Financial adviser? Wanted a review of my pension due to a change of personal circumstances. How did Lawrence Dean help you? Lawrence addressed all my needs and provided me with additional info on products. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? No feedback. Lawrence was extremely accommodating.
Dahlia, London
What were the circumstances that caused you to look for a Financial adviser? I inherited a substantial amount funds and required advice. How did Lawrence Dean help you? He gave me real advice on how I could use my funds and gain real returns for myself and my family. What is your current situation? Have you seen the outcome you were hoping for? No major outcome at present. The product and advice that was given was great and I have complete trust in Lawrence as a seasoned advisor. What could they have done better? Nothing - his service was great. I haven't needed a financial advisor before.
Aaron, London
What were the circumstances that caused you to look for a Financial adviser? I am self employed and was seeking financial advice with regard to investing in a pension. How did Lawrence Dean help you? Lawrence asked me detailed questions to understand what my requirements were. He provided very good advice on how to maximise my returns and plan for the future. What is your current situation? Have you seen the outcome you were hoping for? Yes I now have a much better understanding of how best to plan for the future and have had regular contact with Lawrence since. What could they have done better? Nothing better. I received the advise and help that I needed.
Natalie, London
What were the circumstances that caused you to look for a Financial adviser? I needed some advise due to the change in Pension opportunities as I have a few company pensions to my name. How did Lawrence Dean help you? Lawrence was excellent in explaining the type of pensions I have & the avenues that were before me, he was indepth with his knowledge of what I bought before him & I have come away with a clear view of what options & choices I have. What is your current situation? Have you seen the outcome you were hoping for? Yes I have, I would of been oblivious to my circumstance regarding my pensions & now I have clear focus. What could they have done better? Having not dealt with a Financial adviser before, I have no yard stick to judge, but Lawrence put me at ease was very knowledgeable, friendly & professional & I don't feel he could of done any more in my quest.
Verna, London
What were the circumstances that caused you to look for a Financial adviser? new pension regulations. How did Lawrence Dean help you? set up the company and new personal pension scheme and reorganised my existing portfolio. What is your current situation? Have you seen the outcome you were hoping for? yes.
Tim, Kent
Where to find us
About us

Advance Wealth provides whole of market advice to personal, commercial and corporate customers. We are able to proactively plan for clients current and future needs.

We aim to look after our clients by making regular, personalised telephone or, when requested, face-to-face contact to re-engage the client, earn their trust and build or secure their financial health from the moment they meet us to the end of their lives.

We specialise in the following areas:

Business - Profit Extraction, Investments, Loan Protection, Succession Planning, Keyperson Protection, Company Pension Schemes, Employee Benefit Packages and General Insurance (e.g. Public Liability).

Personal - Pension Planning, Investment Planning, Life Assurance, Critical Illness Cover, Income Protection, Unemployment Cover, Inheritance Tax Planning and Long Term Care.

Our services

In our view the most important part of your planning is the COMMUNICATION you receive from Advance Wealth.

We strive to stay in touch four times a year, often to let you know that everything is in good order so that you can feel reassured. We believe strongly that if you are looked after properly you will feel comfortable to stay with Advance Wealth for life. Staying with one adviser for life we believe can only enhance your planning.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Compliance

Advance Wealth Limited is authorised and regulated by the Financial Conduct Authority. It is entered on the FCA register (www.fca.org.uk) under reference 494241.

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