Pensions & retirement
Planning for retirement, reviewing existing pensions and understanding options in plain English.
Chelmsford · Essex · Independent
Independent financial advice in Chelmsford and across Essex
Advance Wealth Limited is an independent financial advice firm based in Broomfield, Chelmsford. We help people plan pensions, investments, protection and longer-term finances with clear, regulated advice. We primarily support clients across Essex, with meetings at our Broomfield office.
How we can help
General information about the areas we advise on. We only provide personal advice after we have taken time to understand your circumstances, what you want to achieve, and what you need.
Investments
Investment planning suited to your goals and attitude to risk, with clear risk warnings.
Financial planning on divorce and separation
Help with your financial plans after a divorce or separation, including your pension and what you want your future to look like
Pension and Inheritance Tax changes from April 2027
Information about the changes from April 2027 and what they could mean for pension and estate planning.
Protection
Life cover and related protection overview to help you understand what may be worth discussing.
Meet our advisers
Meet our independent financial advisers, based in Chelmsford and supporting clients throughout Essex
Why Advance Wealth
- Independent advice. We are an independent firm. We consider products and solutions from across the market when we advise you, subject to our permissions.
- Clear and transparent. We explain fees, risks and what we can and cannot advise on before you agree to proceed.
- Local and accessible. Based in Broomfield, Chelmsford, we primarily support clients across Essex, with meetings available at our office.
- Supported by a wider team. Advisers are backed by operations, paraplanning, compliance and administration colleagues.
Meet some of our advisers
A short introduction. Full biographies are on our advisers page.
Chris Clark
Managing Director & Senior Wealth Planner
Chris started Advance Wealth in 2009, with a focus on individuality and integrity in the advice clients receive.
Paul McCaffrey
Chartered Wealth Planner
Fellow of the Personal Finance Society with the CII Level 6 Advanced Diploma in Financial Planning.
Stephen May
Senior Wealth Planner
Level 4 Diploma qualified adviser with Advance Wealth since 2014, with a strong technical background.
Verified client reviews
VouchedFor is an independent site where clients review their financial adviser. Every review is verified, and you can read them all there.
Ready for a conversation?
There is no charge for the initial conversation or meeting. It helps us understand your circumstances and what you're looking for, and explain how we can help. There is no obligation to proceed, and we will explain the scope of our service and any charges before you agree to advice.
We support clients across Essex, with meetings available at our office in Broomfield, Chelmsford.