Telephone: 0333 121 2129 (local rate)
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telephone: 0333 121 2129 (local rate)
email: This email address is being protected from spambots. You need JavaScript enabled to view it.


True Story - From Despair to Unparalleled Joy
I went to see a lady who was concerned about her financial future. “I’m 65 years old and I’ve realised after all that’s happened in my life, I simply can’t afford to retire either now or any time soon. I’ve been through so much in my life and I just can’t go on feeling like this, work has become stressful and I need to at least know it won't be forever. I don’t want to carry on working when I’m in my seventies!” She was clearly upset and she couldn’t see a light at the end of the tunnel.

Ok”, I said. “Let’s take a look at what you’ve got so we can see exactly where you are”. Reluctantly the lady pulled out some paperwork and handed it over to me.

It took me a little while to go through – assets here, assets there and some old policies from years ago, but as I started to go though her paperwork and list everything she had one by one, it started to dawn on me that with some cancelling of old policies, claiming an income from others, and with some consolidations to create further income, there may just be a way out for her. I double and triple checked my calculations.

Ok”, I said. “The truth is you actually have enough here for us to formulate a plan for you to retire today! You won’t have lots of disposable income, but you do now have the opportunity to stop work forever and live from the assets you do have”. She turned and looked at me, both shocked and then delighted like I’d told her she’d won the lottery.

It was at that moment that I knew that I’d changed her life forever and that’s what gives me the biggest kick of all.
Chris Clark, Managing Director

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

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

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