Advance Wealth

03/03/2025

As we approach the end of another tax year, make sure that you don't let your annual allowances go to waste!
Contact us on 0333 121 2129 / [email protected]

19/11/2024

Autumn Budget 2024 - Key Points from the Chancellor's announcement last month.

14/03/2024

Advance Wealth are seeking an experienced Compliance Officer. If you would like to join our friendly team, apply here:

17/05/2023

Our four advisers who reached Vouched For's 2023 'Top Adviser' status proudly show off their well-deserved trophies!

17/03/2023

We are hiring!
We are currently seeking a 'Finance and Accounts Manager' to join our team on a 6-month contract (30 hours per week). This position covers a variety of tasks including (but not limited to):
- monthly payroll (using Sage),
- paying incoming invoices,
- chasing commission,
- assisting the Compliance Officer

The ideal candidate will have excellent accuracy, attention to detail, and numeracy skills, and have a polite and confident telephone manner.

For more information and a full job description, please email [email protected]

16/03/2023

"A Budget For Growth"
There was a lot to take in from Jeremy Hunt's Spring Budget yesterday. Take a look at this review to see how these changes could affect you:

A Registered Office: The Mise Centre, Broomfield Place, 189 Main Road, Broomfield, Chelmsford CM1 7EQ T 0333 121 2129 F 0203 744 6649 E

07/02/2023

We would like to take this opportunity to say a huge well done to four of our advisers who have all made the 2023 Vouched For 'Top Rated' Adviser list. Congratulations to Meg Digweed, Stephen May, Rongu Miah and Sheetal Jain - they have achieved an average client review score of at least 4.5 out of 5, and they will be featured in The Sunday Times supplement later this year. Thank you to all of our clients who have taken the time to leave such great feedback.

26/07/2022

Massive Congratulations to Meg who has been shortlisted for Financial Adviser of the Year 2022! Meg is a Wealth Planner and head of our Client Services Advice Team, and we are all extremely proud to see her dedication recognised by .

20/04/2022

Striving to provide great Customer Service is extremely important to us at Advance Wealth, so when four members of our team qualify for Vouched For's 2022 'Top Rated Financial Adviser' Guide based on feedback from our clients, it makes us all very proud. VouchedFor

20/12/2021

And another one... congrats to Chris Clark who has also qualified once again for Vouched For's Top Adviser status! You can catch him and our other advisers in The Times' 'Guide to Top Rated Financial Advisers' which will be distributed in March.