Our Commitments To Our  Customers

Advance Wealth Limited promises to adhere to a culture of mutual respect both internally and with its clients. Arrogance and a patronising approach would oppose this and therefore the company’s attitude will be one of respect both for customers and for each customer’s individual knowledge and understanding of whatever is being discussed.

Advance Wealth Limited recognises that staying organised is the foundation of a good service. Staying organised ensures that the company keeps to its promises and responds in a timely manner. Advance Wealth Limited’s minimum service standard is a response within 24 working hours and this cannot be achieved without being efficient & putting first things first.

Advance Wealth Limited employees believe in the advice they provide to customers. Advance Wealth Limited commits to giving advice which reflects the same approach that it uses for its own investments, taking into account attitudes to risk.

Advance Wealth Limited abides by the principle of providing advice for life. Advance Wealth Limited advisers are Wealth Planners and not ‘product salesman’. So when advice is provided, Advance Wealth Limited makes the commitment to stand by it for future years when reviews are conducted. The focus will therefore be on creating something that stands the test of time. Our aim is to build ongoing client relationships and to provide regular reviews of investments to ensure they are still suitable, and performing in accordance with your needs (regular reviews are not mandatory and it is up to the client to decide).