Advance Wealth Ltd
Initial consultation free
Independent
Providing professional financial planning services for private individuals and businesses.
We can advise you on
Clients
helped
helped
980
Minimum
pension value
pension value
£50k+
Minimum
wealth
wealth
£50k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Christopher Clark Dip PFS
Managing Director and Senior Wealth Planner
Mr Paul McCaffrey Dip PFS Cert CII (MP)
Wealth Planner
What our clients say
lf
L Fennessy
What were the circumstances that caused you to look for a Financial adviser?
Pension advice.
Chris was very helpful and professional.
What could they have done better?
Nothing
mw
M Watkins
What were the circumstances that caused you to look for a financial adviser?
I had multiple Pensions which needed looking at.
How did Chris Clark help you?
Chris and his team successfully...
ds
D Street
What were the circumstances that caused you to look for a financial adviser?
A period review to ensure present policies were meeting expectations
How did Chris Clark help you?
Reviewed existing...
pb
P Bowles
My partner and I were looking to consolidate legacy policies under the guidance of a professional advisor. Chris has looked after us ever since as we are extremely happy with his advice and the...
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy.