Our financial advisers provide regulated financial advice from Advance Wealth Limited in Broomfield, Chelmsford. We primarily support clients across Essex, with meetings available at our office in Broomfield, Chelmsford.
VouchedFor is an independent UK website where clients leave verified reviews of financial advisers. Where shown, “Verified reviews on VouchedFor” links take you to that adviser’s profile.
Managing Director & Senior Wealth Planner
Chris Clark started Advance Wealth in 2009. Following a career in finance, he established the firm to offer financial services centred on individuality and integrity.
Chris works closely with clients to provide advice based on their circumstances, attitude to risk and investment objectives.
Chartered Wealth Planner
Paul is a Fellow of the Personal Finance Society (FPFS) and holds the CII Level 6 Advanced Diploma in Financial Planning (QCF). He has been included in the VouchedFor 2024 and 2025 Guide to the UK’s Top Rated Financial Advisers.
Since joining Advance Wealth in 2018, Paul progressed from the technical research team to becoming a Level 4 qualified adviser in 2021, achieving Chartered status in 2024. He focuses on understanding each client’s circumstances and aspirations and tailoring advice accordingly.
Senior Wealth Planner
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.
His background as Head of Technical Research at Advance Wealth supports a clear understanding of clients’ financial planning needs.
Chartered Wealth Planner
Sheetal Jain holds the Chartered Associate (Level 6 - Chartered ALIBF), Level 4 Diploma (DipPFS), and Level 3 Certificates in Financial Services (Cert CII - MP). With over a decade of experience in investment and banking, including roles with Fidelity Investments and Lloyds Banking Group, Sheetal focuses on lasting client relationships guided by trust and integrity.
Based in Bishop’s Stortford.
Senior Wealth Planner
Richard Brett started his financial services career in 1999 and joined Advance Wealth in 2013, having previously worked as a Pension Consultant for several financial institutions. He is Level 4 Diploma qualified, having passed exams in pensions, investments, tax and financial protection via the Chartered Insurance Institute.
Senior Wealth Planner
Rongu Miah has over 20 years of experience in financial services and previously worked for a large building society as a Senior Financial Consultant. Rongu is a Level 4 Diploma qualified adviser and focuses on helping clients work towards their financial objectives.
Senior Wealth Planner
Tony Wright entered the financial services industry in 1994. He specialises in investment and retirement planning and also offers clients a full range of financial services within the firm’s permissions. His focus is on long-term client relationships as needs evolve over time.
Based in Dedham, Essex, he holds the Diploma in Financial Planning and is a member of the Personal Finance Society, and is working towards Chartered status.
There is no charge for the initial conversation or meeting. It's a chance to tell us what you want, ask any questions, and hear how we could help. There is no obligation to proceed, and we will explain the scope of our service and any charges before you agree to advice. This is not a personal recommendation.
