Advance Wealth Ltd
Initial consultation free
Independent
Providing professional financial planning services for private individuals and businesses.
We can advise you on
Clients
helped
796helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
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 Rongu Miah BA(Hons) DipFA CeFA CeMAP
MR Richard Brett DipPFS CertPFS (Securities)
Senior Wealth Planner
MR Antony Wright Dip PFS
What our clients say
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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
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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...
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M Fuller
What were the circumstances that caused you to look for a financial adviser?
Investigating the possibilities around transferring pension funds to maximise returns.
Chris has been really helpful in...
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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...
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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...
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A Cheale
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...
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