Advance Wealth
Advance Wealth Limited is a personal financial advisory firm based in Chelmsford, providing financial advice and planning services. The company focuses on assisting clients with their financial needs.
- Pensions
- Protection
- Savings & Investments
- Personal financial advice
Locations
Digital Popularity
Social Media
LinkedIn168 Followers
Competitors
Avenue Financial Solutions Ltd is an independent financial advisory firm that focuses on providing accessible, affordable, and understandable financial advice tailored to individual client needs.
Company Details
Advance Wealth is operated by Advance Wealth Limited and is a Active company incorporated on 4 December 2008 with the registered office located in Chelmsford, Essex. Advance Wealth Limited was registered 16 years ago.
Status
Active
Size
Small
Directors
3
Age
16 years old
Employees
21
Turnover
Unreported
Total Assets
£2.1M
Cash in Bank
£294.49K
Total Liabilities
-£644.87K
Teams
16
11
4
3
2
Operations Executive • Joined Nov 2024
Operations Executive • Joined Nov 2023
Wealth Manager
Office Manager
Operations Manager • Joined Mar 2025
Managing Director • Joined Mar 2009
Head Of Administration • Joined Mar 2013
Head Of Technical Research • Joined Jan 2024
Head Of Customer Relations
Head Of Technical Research • Joined Jan 2020
Operations Executive • Joined Nov 2024
Operations Executive • Joined Nov 2023
Office Manager
Operations Manager • Joined Mar 2025
Managing Director • Joined Mar 2009
Head Of Administration • Joined Mar 2013
Head Of Technical Research • Joined Jan 2024
Head Of Customer Relations
Head Of Technical Research • Joined Jan 2020
Accounts, Finance And Compliance Manager • Joined Mar 2018
Wealth Manager
Accounts, Finance And Compliance Manager • Joined Mar 2018
Independent Financial Advisor • Joined Sep 2021
Head Of Technical Research • Joined Jan 2024
Head Of Technical Research • Joined Jan 2020
Technical Researcher
Technical Researcher • Joined Nov 2021
Head Of Technical Research And Wealth Planner • Joined May 2022
Administrator And Events Coordinator • Joined Jul 2021
View 16 members