Testimonials

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

Like many people I am always wary of pensions / financial advisors as I have had issues in the past. Advance Wealth is not your run-of-the-mill pensions company. From the initial meeting some years ago to date AW have continually kept me updated on my pension and its performance a level of customer service I feel is generally lacking from many in this industry. For once I feel I can trust the advisors handling my pension. I would highly recommend AW to anyone in need of advice –

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” 

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