Advance Investments

Learn More About Who We Are

Here you can find more information about Advance Investments and the talented team behind the work.

Advance Investments

There are a few things of which we are proud and you might like to know if you are thinking of using Advance Investments for financial advice, here are a few of them.

Right from the start in 2001 we have never advertised, we attract clients exclusively through recommendations from existing clients.

We are independent advisers so can choose suitable products from the whole of the market. There is no approved panel, nor are we restricted in our recommendations by another organisation of which we are part. We make our own decisions and stand by them.

Sometimes the advice process does not produce a clear cut pathway, but our tester is always that we will only advise a client to take a route we would be happy for our own families to follow.

Our Testimonials

If you are thinking about using Advance Investments to help with any financial issues, you may like to know what some of our existing clients think.

Our Partners Compliance

We have a well-established and respected Compliance Consultancy firm to assist us with our own Regulatory obligations. Even though they are  Leeds based they are very hands on and able to meet us regularly at our premise. They work with firms across the UK which clearly gives them the breadth of experience to offer meaningful assistance and guidance to ourselves. The founding partners have each got 20 years experience in financial services with a range of different providers and advice firms with one partner having also worked for the Regulator between 1997 & 2002.

This was with the FCA’s predecessor the PIA/FSA. It is clear, in dealing with him that he has a wide range of contacts with the FCA and is clearly highly respected. As a firm, we have elected their premier service, giving us access to their full resource and giving us as a firm the reassurance that we are carrying out our obligations in a manner which fits with the Regulators present, stringent requirements.

Meet the team

Our team at Advance Investments Limited delivers a personalised, creative service and is focused on providing solutions.

Ben Cundy

Managing Director

Keith Ayres

Director & Financial Advisor

Joanne Richings

Finance Director

Jess Feeney

Administrator

Sarah Armstrong

Administrator

Jennifer Taylor

Administrator

Jay Mainstone

Business Development Consultant

Tracey Sage

Senior Administrator

Mike Dawe

Chartered Financial Planner