Advance Wealth Ltd

Independent Financial Adviser  105 Wise Lane, London, Greater london, NW6 7JG
First meeting at adviser's own cost
Highly-experienced and personable financial planner, providing quality independent financial solutions for my clients.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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SIPPs
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Stakeholder
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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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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Employee benefits
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Group ISA
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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
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Stockbroking services
Response rating
9.4/10
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FCA authorised
Last authorised 23rd January 2020
Meet our advisers
Richard Brett
Senior Wealth Planner - Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
I felt that my adviser understood my financial circumstances, goals and aspirations - Strongly Agree. The discussion to understand our circumstances and goals was well structured with an easy to understand scoring system. My adviser communicated to me in a clear and unambiguous way and as such provided all relevant information relating to products and services offered and any recommendations made - Strongly Agree. We have met Richard on at least six instances and in each he has been focused and patient as well is being able to articulate in a easy to understand manner. My adviser gave a clear explanation of the potential risks associated with any recommended product or service and took appropriate measures to understand the level of risk I was prepared to take in relation to my goals and objectives - Agree. I cannot think of a time when Richard did not explain the risks, but like most things it difficult to spot an exception, as if I had then I would have asked Richard at the time. I believe that any products or services offered were suitable to my needs and I was given a clear explanation as to why - Agree. The recommendations made by Richard seem to be logical and well thought out. As I am not a financial expert I cannot say how they stack up against other options, but the pack that we were left with explaining the chosen option was clear and seem to make sense. I received concise, helpful documentation including a document detailing any advice given, and key features documents relating to any recommended products. My adviser drew my attention to important points such as my right to cancel - Agree. The documentation was clear and concise and gave a good basis for the discussion which surrounded the documentation and enabled Richard to explain his recommendation. I am happy that should the need arise, my adviser will ensure that the appropriate support and processes are in place to enable me to change any product, make a claim or make a complaint Strongly Agree. Throughout the process Richard has been exceptionally helpful and always willing to discuss any matter with us and explain any area that we needed help with The overall service provided by my adviser was…. Good. At this stage I'm very happy with Richards advice and support. I'm not sure how I could have improved the situation, but decided to go for a "good" rating on the basis that you can never start offers perfect. I'm sure that will come as we get to know the company better. Given my experience, I feel that the company/individual operate in such a way that the concept of treating customers fairly is central to their culture - Strongly Agree. In the business that you are in, you can only proceed on the basis that your customers are at the centre of your business model. Throughout the discussions to date I am satisfied that that is the case. I say that having been a customer service director of to large multinational companies where I have one international awards for levels of service.
Nick R, Radlett, Herts.
I felt that my adviser understood my financial circumstances, goals and aspirations - Strongly Agree. My adviser communicated to me in a clear and unambiguous way and as such provided all relevant information relating to products and services offered and any recommendations made - Strongly Agree. My adviser gave a clear explanation of the potential risks associated with any recommended product or service and took appropriate measures to understand the level of risk I was prepared to take in relation to my goals and objectives - Strongly Agree. I believe that any products or services offered were suitable to my needs and I was given a clear explanation as to why - Strongly Agree. I received concise, helpful documentation including a document detailing any advice given, and key features documents relating to any recommended products. My adviser drew my attention to important points such as my right to cancel - Strongly Agree. I am happy that should the need arise, my adviser will ensure that the appropriate support and processes are in place to enable me to change any product, make a claim or make a complaint - Strongly Agree. The overall service provided by my adviser was…. Very Good. Given my experience, I feel that the company/individual operate in such a way that the concept of treating customers fairly is central to their culture - Strongly Agree
Jackie L, Borehamwood, Herts.
I felt that my adviser understood my financial circumstances, goals and aspirations - Strongly Agree. My adviser communicated to me in a clear and unambiguous way and as such provided all relevant information relating to products and services offered and any recommendations made - Strongly Agree. My adviser gave a clear explanation of the potential risks associated with any recommended product or service and took appropriate measures to understand the level of risk I was prepared to take in relation to my goals and objectives - Strongly Agree. I believe that any products or services offered were suitable to my needs and I was given a clear explanation as to why - Strongly Agree. I received concise, helpful documentation including a document detailing any advice given, and key features documents relating to any recommended products. My adviser drew my attention to important points such as my right to cancel - Strongly Agree. I am happy that should the need arise, my adviser will ensure that the appropriate support and processes are in place to enable me to change any product, make a claim or make a complaint - Strongly Agree. The overall service provided by my adviser was…. Very Good. Given my experience, I feel that the company/individual operate in such a way that the concept of treating customers fairly is central to their culture - Strongly Agree
Alison B, Baldock, Herts.
I felt that my adviser understood my financial circumstances, goals and aspirations - Strongly Agree. My adviser communicated to me in a clear and unambiguous way and as such provided all relevant information relating to products and services offered and any recommendations made - Strongly Agree. My adviser gave a clear explanation of the potential risks associated with any recommended product or service and took appropriate measures to understand the level of risk I was prepared to take in relation to my goals and objectives - Strongly Agree. I believe that any products or services offered were suitable to my needs and I was given a clear explanation as to why - Strongly Agree. I received concise, helpful documentation including a document detailing any advice given, and key features documents relating to any recommended products. My adviser drew my attention to important points such as my right to cancel - Strongly Agree. I am happy that should the need arise, my adviser will ensure that the appropriate support and processes are in place to enable me to change any product, make a claim or make a complaint - Strongly Agree. The overall service provided by my adviser was…. Very Good. Given my experience, I feel that the company/individual operate in such a way that the concept of treating customers fairly is central to their culture - Strongly Agree.
Sally C, Barnet, Herts.
I felt that my adviser understood my financial circumstances, goals and aspirations - Strongly Agree. My adviser communicated to me in a clear and unambiguous way and as such provided all relevant information relating to products and services offered and any recommendations made - Strongly Agree. My adviser gave a clear explanation of the potential risks associated with any recommended product or service and took appropriate measures to understand the level of risk I was prepared to take in relation to my goals and objectives - Strongly Agree. I believe that any products or services offered were suitable to my needs and I was given a clear explanation as to why - Strongly Agree. I received concise, helpful documentation including a document detailing any advice given, and key features documents relating to any recommended products. My adviser drew my attention to important points such as my right to cancel - Strongly Agree. I am happy that should the need arise, my adviser will ensure that the appropriate support and processes are in place to enable me to change any product, make a claim or make a complaint - Strongly Agree. The overall service provided by my adviser was…. Very Good. Given my experience, I feel that the company/individual operate in such a way that the concept of treating customers fairly is central to their culture - Strongly Agree.
Paula C, Nottingham
I felt that my adviser understood my financial circumstances, goals and aspirations - Strongly Agree. My adviser communicated to me in a clear and unambiguous way and as such provided all relevant information relating to products and services offered and any recommendations made - Strongly Agree. My adviser gave a clear explanation of the potential risks associated with any recommended product or service and took appropriate measures to understand the level of risk I was prepared to take in relation to my goals and objectives - Strongly Agree. I believe that any products or services offered were suitable to my needs and I was given a clear explanation as to why - Strongly Agree. I received concise, helpful documentation including a document detailing any advice given, and key features documents relating to any recommended products. My adviser drew my attention to important points such as my right to cancel - Strongly Agree. I am happy that should the need arise, my adviser will ensure that the appropriate support and processes are in place to enable me to change any product, make a claim or make a complaint - Strongly Agree. The overall service provided by my adviser was…. Very Good. Given my experience, I feel that the company/individual operate in such a way that the concept of treating customers fairly is central to their culture - Strongly Agree.
James C, Northwood, Herts.
I felt that my adviser understood my financial circumstances, goals and aspirations - Strongly Agree. My adviser communicated to me in a clear and unambiguous way and as such provided all relevant information relating to products and services offered and any recommendations made - Strongly Agree. My adviser gave a clear explanation of the potential risks associated with any recommended product or service and took appropriate measures to understand the level of risk I was prepared to take in relation to my goals and objectives - Strongly Agree. I believe that any products or services offered were suitable to my needs and I was given a clear explanation as to why - Strongly Agree. I received concise, helpful documentation including a document detailing any advice given, and key features documents relating to any recommended products. My adviser drew my attention to important points such as my right to cancel - Strongly Agree. I am happy that should the need arise, my adviser will ensure that the appropriate support and processes are in place to enable me to change any product, make a claim or make a complaint - Strongly Agree. The overall service provided by my adviser was…. Very Good. Given my experience, I feel that the company/individual operate in such a way that the concept of treating customers fairly is central to their culture - Strongly Agree
Jeffrey D, Bushey, Herts.
I felt that my adviser understood my financial circumstances, goals and aspirations - Strongly Agree. My adviser communicated to me in a clear and unambiguous way and as such provided all relevant information relating to products and services offered and any recommendations made - Strongly Agree. My adviser gave a clear explanation of the potential risks associated with any recommended product or service and took appropriate measures to understand the level of risk I was prepared to take in relation to my goals and objectives - Strongly Agree. I believe that any products or services offered were suitable to my needs and I was given a clear explanation as to why - Strongly Agree. I received concise, helpful documentation including a document detailing any advice given, and key features documents relating to any recommended products. My adviser drew my attention to important points such as my right to cancel - Strongly Agree. I am happy that should the need arise, my adviser will ensure that the appropriate support and processes are in place to enable me to change any product, make a claim or make a complaint - Strongly Agree. The overall service provided by my adviser was…. Very Good. Given my experience, I feel that the company/individual operate in such a way that the concept of treating customers fairly is central to their culture - Strongly Agree.
Carl S, Milton Keynes, Bucks.
I felt that my adviser understood my financial circumstances, goals and aspirations - Strongly Agree. My adviser communicated to me in a clear and unambiguous way and as such provided all relevant information relating to products and services offered and any recommendations made - Strongly Agree. My adviser gave a clear explanation of the potential risks associated with any recommended product or service and took appropriate measures to understand the level of risk I was prepared to take in relation to my goals and objectives - Strongly Agree. I believe that any products or services offered were suitable to my needs and I was given a clear explanation as to why - Strongly Agree. I received concise, helpful documentation including a document detailing any advice given, and key features documents relating to any recommended products. My adviser drew my attention to important points such as my right to cancel Strongly Agree I am happy that should the need arise, my adviser will ensure that the appropriate support and processes are in place to enable me to change any product, make a claim or make a complaint - Strongly Agree. The overall service provided by my adviser was…. Very Good. Given my experience, I feel that the company/individual operate in such a way that the concept of treating customers fairly is central to their culture - Strongly Agree.
Simon S, High Wycombe, Bucks.
I felt that my adviser understood my financial circumstances, goals and aspirations - Strongly Agree. My adviser communicated to me in a clear and unambiguous way and as such provided all relevant information relating to products and services offered and any recommendations made - Strongly Agree. My adviser gave a clear explanation of the potential risks associated with any recommended product or service and took appropriate measures to understand the level of risk I was prepared to take in relation to my goals and objectives - Strongly Agree. I believe that any products or services offered were suitable to my needs and I was given a clear explanation as to why - Strongly Agree. I received concise, helpful documentation including a document detailing any advice given, and key features documents relating to any recommended products. My adviser drew my attention to important points such as my right to cancel Strongly Agree I am happy that should the need arise, my adviser will ensure that the appropriate support and processes are in place to enable me to change any product, make a claim or make a complaint - Strongly Agree. The overall service provided by my adviser was…. Very Good. Given my experience, I feel that the company/individual operate in such a way that the concept of treating customers fairly is central to their culture - Strongly Agree.
Aaron L, Mill Hill, London
I felt that my adviser understood my financial circumstances, goals and aspirations - Strongly Agree. My adviser communicated to me in a clear and unambiguous way and as such provided all relevant information relating to products and services offered and any recommendations made - Strongly Agree. My adviser gave a clear explanation of the potential risks associated with any recommended product or service and took appropriate measures to understand the level of risk I was prepared to take in relation to my goals and objectives - Strongly Agree. I believe that any products or services offered were suitable to my needs and I was given a clear explanation as to why - Strongly Agree. I received concise, helpful documentation including a document detailing any advice given, and key features documents relating to any recommended products. My adviser drew my attention to important points such as my right to cancel Strongly Agree I am happy that should the need arise, my adviser will ensure that the appropriate support and processes are in place to enable me to change any product, make a claim or make a complaint - Strongly Agree. The overall service provided by my adviser was…. Very Good. Given my experience, I feel that the company/individual operate in such a way that the concept of treating customers fairly is central to their culture - Strongly Agree.
Anne E, Rickmansworth, Herts.
About us

At Advance Wealth you are genuinely cared for. We aim to make a difference to you and your financial circumstances.

We love to build lasting relationships with our investors and are genuinely committed to providing you with the most suitable outcome, regardless of what it means for us financially.

We are passionate about our industry, and we want you be satisfied that your financial affairs are in good hands.

Advance Wealth Limited is authorised and regulated by the Financial Conduct Authority.

Our services

Understanding our clients' needs and objectives, and coming up with tailor-made solutions, which really make a difference to your financial well-being.
Please note that I am not able to advise on public sector or final salary schemes.

Where to find us

105 Wise Lane, Mill Hill, London, NW7 2BD

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face
Response rating
9.4/10
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FCA authorised
Last authorised 23rd January 2020

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