Response rating
7.0/10
FCA verified
8th May 2017

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
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
Meet our advisers
Christopher Clark Dip PFS
Managing Director and Senior Wealth Planner
Accreditations
Certified Financial Planner
Rongu Miah BA(Hons) DipFA CeFA CeMAP
Accreditations
Certified Financial Planner
George Koulloupas Dip PFS
Accreditations
Certified Financial Planner
Richard Brett DipPFS CertPFS (Securities)
Senior Wealth Planner
Accreditations
Certified Financial Planner
Lawrence Dean Dip PFS
Accreditations
Certified Financial Planner
Antony Wright Dip PFS
Accreditations
Certified Financial Planner
Barbac Payne Dip PFS
Accreditations
Certified Financial Planner
What our clients say
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
£0
Compliance

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

Registered in England and Wales Company No. 6765526.
Registered Office:
Waterhouse Business Park, 2 Cromar Way, Chelmsford, CM1 2QE



Financial Conduct Authority Number: 494241

The Financial Conduct Authority does not regulate Taxation and Trust advice

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