Paula joined the company in August 2024 as our Compliance Officer, bringing with her over 30 years of experience in financial services and compliance. Paula's previous roles have included working as a financial adviser, for a large product provider, and holding a director-level position at a wealth management company in the city. She is currently studying for the ICA Level 6 Diploma in Governance, Risk, and Compliance.

Outside of work, Paula enjoys activities on the water, including paddleboarding, swimming, and diving. She also loves travelling, spending time with her family, and socializing with friends.

Charles joined us back in 2011, bringing with him a wealth of business experience working in SMEs as well as fully listed multi-nationals within a variety of sectors, including Financial Services, Telecoms, Utilities, and Property Maintenance. Outside of work he has a real passion for classic cars.

Stacy joined the company in March 2018, having previously worked for a local charity for 13 years after having a break to raise a family. Stacy is a keen runner and has run anything from a park run to an ultra, including the London marathon. She has also completed the 3 peak’s challenge and is always looking to push herself physically as well as mentally.

Lewis joined the Paraplanning team in 2022. He graduated from the London Institute of Banking and Finance with a degree in Finance, Investment and Risk, and has completed the Level 4 Diploma for Financial Advisers. He took over the management of the team in June 2023. Outside of work he enjoys spending time with his friends and family. He also loves travelling and making memories with his girlfriend.

Louise has been with Advance Wealth since 2015 and has many years of experience working in finance and customer service roles. She has a FA2 - Pension Administration Qualification. She loves going out for dinner and has a passion for shopping.

Lucie joined us in 2018 as part of our Operations Team and was later promoted to Operations Manager. She is Level 4 Diploma qualified. She has a strong background in project management and financial services.  At home she loves spending time with her family playing board games and going on holidays.

Wendy joined us in 2022 and has over 30 years experience working in various roles within financial services industry, both locally and for wealth management companies in the City.

She most enjoys spending time with her family, especially her four grandchildren. Wendy loves to socialise with friends and family and has a life-long passion for reading. She is a keen gardener,  although admittedly mostly a fair-weather one as she doesn’t venture out too much in the winter months.

Sarah joined Advance Wealth in 2018 and has over 7 years’ experience working in the finance industry, previously working in Investment Banking Services, and for a multi-asset forex trading company. In her spare time, she enjoys home renovations, and spending time with her family.  

Rianna joined our Admin Team in 2021, having previously worked at INSOL International. She loves cooking for her little girl and shopping trips.

Lucie joined us in 2018 as part of our Operations Team and was later promoted to Operations Manager. She is Level 4 Diploma qualified. She has a strong background in project management and financial services. At home she loves spending time with her family playing board games and going on holidays.

Mel has worked at Advance Wealth since 2020 as part of the Operations Team. She arranges clients' telephone and face to face meetings with Chris Clark and the Client Services Advice Team, as well as carrying out annual reviews with clients. She enjoys going to the gym, long dog walks with her children, and spending time with friends and family.

Sam joined Advance Wealth in 2018 and has over 15 years’ experience working in the finance industry, previously working for Lloyds Private Banking and gaining her Certificate in Financial Planning back in 2009. When she is not working she enjoys gardening, being amongst nature and exploring new places with her husband and children.

Isabel joined our Operations team in 2023

Sam joined Advanced Wealth in 2019, coming from a marketing background in financial services. An avid reader who loves nothing more than getting lost in a good book, Sam has recently swapped the world of fiction for textbooks and is studying towards becoming a Level 4 qualified adviser. In her spare time, Sam likes nothing more than spending time with her family, which includes a ‘mini me’ in the form of her young daughter and an ever growing brood of pets (despite her husband’s objections).

Josh joined our Operations team in 2023, fresh from the University of Kent. He enjoys going to gigs, city breaks and is slowly attempting to gather a record collection.