0333 121 2129
advice@advancewealth.co.uk
What Our Clients Say
"I met with Meg who was friendly, knowledgeable, and immediately put me at ease"
Farooq A - November 2021
"I’ve been using Chris Clark for at least 20 years. His service and advice is always excellent and clearly explained. I asked Chris for an annual update and advice on Changing some of my existing investment."
Kerry M - October 2021
"So far I am very happy with advice given, and results in difficult times. I am very happy with where we are at, and feel I can trust you and your company to do the best for me, and other clients."
Anthony C - October 2020
"I had a pension that wasn’t performing very well so seeked advice. Chris Clark advised me and guided through the process and explained everything in simple terms. I am extremely happy with everything he and his team do. I’d like to take this opportunity to thank you Chris for your ongoing help and advice. My pensions fund is only small but I feel you treat it the same as you would with someone with a lot more to contribute. I like the way you explain to me in ways I understand and all in an unrushed and friendly manner. Thank you."
Adrian C - September 2020
"Chris gave great advice on the market options where to move my money and investments for the best outcomes for me."
Adam L - September 2020
"I had saved for a pension. My Pension adviser had been moved to the south coast. Trusted work associates suggested Chris Clark. We met And I enjoyed his professional style and we got on discussing my finances. His understanding of what I would require with my pension and draw down was immediate. He took time to explain the best route for me to follow. Explaining all the risks and pitfall that I should avoid. Having worked with Chris for many years I have been and still am completely happy with this working relationship. Our annual meetings are useful to programme any changes and if and when I need more information or questions answered Chris and his team are always available. His advise is sound.His demeanour is totally professional. Chris and his team are a pleasure to work with. I only have good comments as even throughout this COVID-19 he has been on top of my pension requirements."
Melvyn G - September 2020
"I was looking for advice about about my finance and setting up a pension plan . Was recommended Chris Clark through a family member. Chris gave me sound advice on boosting my pension plan. He showed me in detail how my pension is progressing etc. I feel there isn’t anything I could see from my experience that he could have improved on. Thank you Chris for your continue advice and patience you have shown me."
Angeli B - September 2020
"We got to that point in our lives where it wasn’t sensible to have thousands of pounds of investments - uncoordinated and unadvised. We have a medium and long term financial plan now that’s tailored to our financial capability, matched to our long term retirement lifestyle requirements. It’s a work in progress, but it’s begun, with a clear strategy to get us there."
Paul M - August 2020
"Needed help to guide me with my pensions and help to plan for retirement. Looked at different ways to give me a good pot for when I retired. Had another meeting due to the problems we find ourselves in at the moment and to rearrange matters to go forward. I think he has been on the ball and operated well due to the conditions over the last 5 months and is changing this to go forward to meet the times we are in and not just sitting on the fence."
Steven W - August 2020
"I was initially looking to consolidate several work pensions. However within a year my personal circumstances unexpectedly changed and I required advice on drawing down on my pension. Chris was able to provide me with clear concise advice so that I was able to fully understand my options at each stage He was professional and attentive throughout all communications. My experience was exactly what I wanted and would gladly recommend him."
Hazel B - July 2020
"We were a working household with a family and wanted to plan for all our futures. He steered us into Pensions, personal insurance & ISA investments. Both Pensions & ISAs have seen a good return, & a tailored Personal Insurance received. Chris has already given us very sound advice in the past & for the future. Chris has always been very helpful & understanding of our family situation, &, we appreciate all his valued advice."
S Pike - June 2020
"I was looking to obtain proactive good advice about my ISA savings and my self invested personal pension having been disappointed with a previous independent financial adviser and the departure of my HSBC Bank Premier customer investment adviser. I find Chris Clark pleasant, polite and patient in explaining his recommendations, which are thoroughly reviewed on a regular basis. Above all, he listens and gets results. He has been servicing us well for 8 or more years and long may our relationship continue. I cannot think of anything that could have been done better. To reduce the amount of printed reports coming through the letter box, I asked if I could be sent quarterly updates of the portfolios in an Excel spreadsheet by email so I have at my finger tips the whole history as regularly updated. This was no problem and it works for me."
Ian H - February 2020
"The service Chris provides is top class, I cannot think of any areas of improvement"
Ken I - November 2019
Evelyn H - October 2019
How did Chris Clark help you? "He gave valuable insight into calculation of pension level of income and options available for good return, based on risk factor I requested"
What could he have done better? "I cannot immediately think of any area Chris could improve on, whether it is smartness of appearance and smartness of intelligence, attentiveness, ease of communication and understanding. All aspects are top notch."
Steve P - October 2019
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 explaining what is and is not possible, along with giving us a much better understanding of the pensions landscape"
Have you seen the outcome you were hoping for? "It's early stages, but our experiences thus far have been very positive"
M Fuller - July 2019
"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 subsequent performance of the portfolio. Chris was instrumental in consolidating numerous underperforming plans, and ensuring our future needs were planned for. He never comes in with a “hard sell”, quite the opposite in fact, he only ever makes recommendations based on fact and our own aspirations".
Have you seen the outcome you were hoping for? "Very much so! Performance has been above our expectations. It’s hard to see what Chris could have done better. He was extremely thorough in his reviews, keeps In contact regularly and is proactive in terms of advice and guidance."
P Bowles -June 2019
How did Chris Clark help you? "Just over 5 years ago he reviewed our total financial picture, even though we only were considering the pension. The review was through and not rushed. It was followed by a second meeting to explain the written advice. We get regular updates, and Chris is happy to respond to questions I ask as and when."
Have you seen the outcome you were hoping for? "Very much so, by taking his advice my pension pot has grown nicely"
N Langman - June 2019
How did Chris Clark help you? "Chris and his team successfully re-arranged my existing pensions."
Have you seen the outcome you were hoping for? "Yes very much so."
M Watkins - June 2019
"Chris was recommended by my Accountant 6 years ago as I was looking to update my pension. Growth of pension fund is good and hoping for more after a review and update. Hoping not to have to use the life insurance ;) He looked into my pension and life insurance and helped me clearly understand and advise of what needed to be done to make it work better in my current situation"
What could they have done better? "Nothing. Always totally professional as all of his staff I have corresponded or met with."
D Palmer - May 2019
"Have been with Chris Clark since 2013 and have been pleased with the outcome to date. Chris provided clear advise both verbally and visually, explaining product and our options."
A Palmer - May 2019
"I've been with Chris for many years I was recommended to him. How did Chris Clark help you? Chris has been a life line in so many ways a great guy."
Have you seen the outcome you were hoping for? "Yes over and above helped in in so many ways.
What could they have done better? Chris does not need improvement he's great."
T Rolton - December 2018
"Firstly we had some money we wanted to invest but since then have received a sizeable inheritance too. Also we need to amalgamate our pensions into one fund. We also had two children who needed investments looking at. Chris went through all the options & indeed took all our paperwork to save us looking through it all as it was a right mess! He managed to find a pension that we didn't know we had as well as other investments. He tidied them all up & now we have very easy to follow investments & pensions, he even explained the company pensions we have which weren't very clear. Our investments have performed very well over the past few years, as for the inheritance it is too early to say but we are confident these will also prove to perform just as well as the others"
What could they have done better? "Honestly nothing comes to mind!"
P Peek - December 2018
Looking for investment advice and planning services?
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