Charles Medwin
Managing Director (non-Advice)
Charles joined in 2011, bringing business experience from SMEs and listed multi-nationals across financial services, telecoms, utilities and property maintenance. This is a non-advice leadership role.
Meet the team
Alongside our advisers, Advance Wealth is supported by leadership, compliance, operations, paraplanning and administration colleagues.
Our wider team helps ensure advice is researched, documented and delivered carefully. You will usually deal with your adviser for advice conversations; other colleagues support the process behind the scenes.
Leadership & compliance
Chris Clark
Managing Director & Senior Wealth Planner
Chris Clark started Advance Wealth in 2009 following a career in finance. He provides regulated financial advice based on clients' circumstances, attitude to risk and investment objectives.
Paula Whitehead
Compliance Officer
Paula joined the company in August 2024 as Compliance Officer, bringing over 30 years of experience in financial services and compliance. 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 holds the ICA Level 6 Diploma in Governance, Risk and Compliance and plays a key role in supporting the firm's regulatory and compliance framework.
Lucie Brown
Head of Operations (Dip PFS)
Lucie is Head of Operations, looking after Operations and Admin teams. She holds a Level 4 Diploma and has hands-on experience in project management and financial services.
Operations, paraplanning & administration
Our advisers are supported by dedicated paraplanning, technical research, operations and admin colleagues.
Arrange an introductory meeting
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.