Advance Wealth Ltd

Independent Financial Adviser The Mise Centre, Broomfield Place, 189 Main Road, Broomfield, Essex, Chelmsford, CM1 7EQ
First meeting at adviser's own cost
Response rating
10/10
FCA verified
9th July 2018
Advance Wealth Ltd - Professional Financial Planning for private individuals and for businesses.
We can advise you on
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • 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
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Christopher Clark Dip PFS
Managing Director and Senior Wealth Planner
Rongu Miah BA(Hons) DipFA CeFA CeMAP
Richard Brett DipPFS CertPFS (Securities)
Senior Wealth Planner
Antony Wright Dip PFS
What our clients say
What were the circumstances that caused you to look for a Financial adviser? When i gave up work 7 years ago. How did Chris Clark help you? sorted my various pensions into one and re-invested my savings with much better results. What is your current situation? Have you seen the outcome you were hoping for? Definitely. What could they have done better? Very little. The service has been excellent resulting in me recommending Chris Clark to friends and family
S Finch, Chelmsford
What were the circumstances that caused you to look for a Financial adviser? Investments. How did Chris Clark help you? Found good products & good advice. What is your current situation? Have you seen the outcome you were hoping for? Ongoing. What could they have done better? Nearer offices
A Cheale, Swanscombe
What were the circumstances that caused you to look for a Financial adviser? The key factor for me was to find an advisor that could understand both my short- and long-term financial objectives and could help me achieve them. How did Chris Clark help you? Arranging suitable products to meet the objectives referred to above. What is your current situation? Have you seen the outcome you were hoping for? Yes - and this is on-going as I am yet to enter pension draw-down but will do in the next year or so. What could they have done better? Could agree an annual review date; send up to date list of products held; invite discussion on changes or uplift in cover.
S Medwin, Kent
What were the circumstances that caused you to look for a Financial adviser? Pension advice. How did Chris Clark help you? Chris was very helpful and professional. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? Nothing
L Fennessy, Essex
What were the circumstances that caused you to look for a Financial adviser? My finances were scattered amongst several different accounts and I decided I needed to amalgamate everything into one place. How did Chris Clark help you? Chris advised me as to what would be the best way to get the most of my money so that I could get an income from it when I needed. What is your current situation? Have you seen the outcome you were hoping for? Yes I have started with a relatively small income which I can increase as and when I need to. What could they have done better? Chris has used a third party with my pension funds which is taking a long time, sometimes it would be nice if someone at Chris's office did a follow up on this rather than me having to phone and chace.
J Cross, Essex
What were the circumstances that caused you to look for a Financial adviser? Reinvestment / Retirement income / Investment. How did Chris Clark help you? Excellent clear and down to earth explanation of options available to us. Did not 'sell' products or make us feel under pressure in any way - his team demonstrated the same user friendly style and approach - not always experienced in financial services. Excellent customer service by his team - efficient and effective. What is your current situation? Have you seen the outcome you were hoping for? Yes very happy with investment returns.
S.H., Suffolk
What were the circumstances that caused you to look for a Financial Adviser? We wanted to change advisers / companies due to poor advice. Chris was recommended to us. How did Chris Clark help you? After initial discussions with Chris based on what we required, what risk level we agreed with and his advice on what we should have in place, we put our trust in Chris and he talked us through our plan in a way that we would understand. What is your current situation? Have you seen the outcome you were hoping for? Yes we have seen a vast improvement in financial return and the quality of advice is much better. What could they have done better? I would like to say nothing, but i would say a letter / email every quarter suggesting that our investments, pensions and insurance were doing ok and we still had the correct suppliers. This would simply to put our minds at ease and nothing needs reviewing or changing.
V Caiger, Bishops Stortford
What were the circumstances that caused you to look for a Financial adviser? I was already a client of Chris Clark but needed help with sorting out our savings and reviewing my Pension and getting Life Insurance. How did Chris Clark help you? Chris researched the best financial options for us and helped us to get them in place. What is your current situation? Have you seen the outcome you were hoping for? We now have Life Insurance my Pension is with a new provider and our savings are in a more organised position. What could they have done better? As far as I am concened Chris did all that I asked of him.
T Allen, Ipswich
What were the circumstances that caused you to look for a Financial adviser? I'd been locked into personal and occupational schemes for years, finding I had neither the time nor inclination to make sure they were performing well for my future. How did Chris Clark help you? Chris carried out a thorough review of all my pension and investment savings, highlighting where they were good and bad and came up with a plan to improve performance while making sure the new proposals reflected my requirements. What is your current situation? Have you seen the outcome you were hoping for? Yes, growth has been positive and it is easy to review without looking through so many different types of savings reports. What could they have done better? I think the language used in the financial industry can be confusing to a lay person (gilts, money purchase, etc). Having a plain English explanation for the terminology would help. When approaching retirement it would also be useful to have count down projections, for example if you retired in a year from now you current savings and pension funds would give you an income of £Xpa for the next 10, 15, 20 years. Obviously this would need adjusting as markets rose and fell.
R Connolly, Loughton
Chris Clark is my financial advisor at Advance Wealth and I find him to be excellent. What was apparent from my first meeting with him was his integrity. Additionally, unlike other advisors I’ve used in the past, Chris presents the complex information in an easy to understand way and keeps me informed of my progress regularly
A Sleet, Chelmsford
Chris is my financial advisor and is a rare find in the Financial Services Market; his values shine through in his business. He has huge integrity, loyalty, empathy and genuinely cares about his clients
S Medwin, Tonbridge
Advance Wealth’s services are valuable in that they provide people like me (who are not financial gurus but who have some understanding of their own financial situation) good advice and insight on the “big picture”. They have guided me unfailingly and to my complete satisfaction, from working life through to retirement, and more recently through the recent financial downturn, always respecting my stated attitude to risk. I have found their knowledge on investments and other financial matters to be very customer focused. Their honesty and integrity is what you expect from financial advisors who are very customer orientated, and I unhesitatingly recommend their services
M Francis, Hove
Where to find us
About us

Advance wealth offer a free initial no obligation financial review. They specialise in pension and investment advice and deal with over 500 private and business clients.

Our services

Advance Wealth commit to contacting their servicing clients every 3 months with an update on the performance of their portfolio.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Compliance

Advance Wealth Ltd is Authorised & Regulated by the Financial Conduct Authority

Registered in England and Wales Company No. 6765526.
Registered Office:
The Mise Centre, Broomfield Place, 189 Main Road, Broomfield, Chelmsford, Essex CM1 7EQ



Financial Conduct Authority Number: 494241

The Financial Conduct Authority does not regulate Taxation and Trust advice

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