Important information
Regulatory information, risk warnings and how to raise concerns.
About Advance Wealth Limited
Advance Wealth Limited is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference 494241. Registered in England and Wales under company number 06765526. Registered office: The Mise Centre, Broomfield Place, 189 Main Road, Broomfield, Chelmsford, Essex CM1 7EQ.
General information only
Information on this website is general and is not a personal recommendation. We only provide personal advice after we have taken time to understand your circumstances, what you want to achieve, and what you need.
Investment and pension risk
Tax and legal matters
Tax treatment depends on individual circumstances and may change. The Financial Conduct Authority does not regulate some forms of tax, wills, trusts and legal advice. You should take advice from appropriately qualified professionals where needed.
Complaints
Making a complaint
If you're unhappy with our service, please tell us. It's free to complain, and we'll take it seriously.
How to complain
- Phone: 0333 121 2129
- Email: advice@advancewealth.co.uk
- Post: The Mise Centre, Broomfield Place
189 Main Road, Broomfield
Chelmsford CM1 7EQ
What happens next
- We'll record your complaint and tell our Compliance Officer straight away.
- If we can sort it out quickly, we'll send you a written summary of what we found. If you accept it within three business days, we'll close the complaint.
- If we can't, we'll write to you within five business days to confirm we've understood your complaint, and we'll send you our leaflet on how we deal with complaints.
- We'll keep you updated while we look into it. Your complaint will be investigated by someone with the appropriate experience who was not directly involved in the matter complained about.
- We aim to send you our final response within eight weeks. If we need longer, we'll write to explain why and when you can expect it.
If you're not happy with our response
You can refer your complaint to the Financial Ombudsman Service, which is free and independent. You have six months from the date of our final response to do this. You can also go to them if you haven't had a final response from us after eight weeks. Our final response letter will include their leaflet.
Financial Ombudsman Service: www.financial-ombudsman.org.uk · 0800 023 4567.