Team of independent financial advisers in Chelmsford

Stephen May is a Level 4 Diploma qualified adviser in Regulated Financial Planning and has worked at Advance Wealth since 2014. He has passed exams in pensions, investments, tax and financial protection via the Chartered Insurance Institute. Stephen’s background as Head of Technical Research at Advance Wealth means he is well placed to understand your financial planning needs and Advance Wealth’s values of individuality and integrity.

Paul joined Advance Wealth in 2018. Having started in the technical research team he became a Level 4 qualified adviser in 2021 and has since achieved chartered status in 2024. Paul takes a personalised approach to financial planning, focusing on understanding each client’s circumstances and aspirations. By building strong relationships and tailoring advice to individual needs he helps clients to make informed decisions and work towards their financial objectives.

Outside of work, Paul enjoys exploring the world with his wife and young son, creating lasting memories through travel. He’s also an avid supporter of Chelsea Football Club for better or worse.

Tony Wright is one of our most experienced financial advisers, and has brought a wealth of knowledge to the Advance Wealth team having entered the Financial Services Industry in 1994. Tony specialises in investment and retirement planning, but also offers his clients the full range of financial services. Tony's focus is on maintaining long term relationships with clients and providing them with a source of trusted financial advice as their needs evolve over time. He also works closely with a Professional Estate planner which enables him to help the succession of wealth for his clients and their dependents (not all estate planning is regulated by the FCA).

Tony's experience includes working with a broad range of clients, from entrepreneurs and professionals to owners and directors. Understanding the demand for client focused, bespoke financial planning, retirement and investment planning, are his main priorities and he is a great advocate for offering Independent financial planning aligned to clients' overall life objectives.

Based in Dedham Essex, he holds the Diploma in Financial Planning and is a member of the Personal Finance Society, whilst also working towards Chartered status.

Richard Brett started his financial services career in 1999 and joined our team in 2013, having spent many years as a Pension Consultant for several high profile financial institutions. With a career in financial services spanning 20 years, he offers an experienced and well-rounded view of financial advice and the markets. Richard is Level 4 Diploma qualified, having passed exams in pensions, investments, tax and financial protection via the Chartered Insurance Institute.

Rongu Miah has over 20 years of experience working within the Financial Services industry and has previously worked for the world's largest Building Society as a Senior Financial Consultant. Rongu is a Level 4 Diploma qualified adviser and believes his job is to help ensure that each client meets their financial objectives.