• Advance Investments Limited
  • Courtyard Mews, Piccadilly Place
  • London Road, Bath
  • BA1 6PL
  • Tel: 01225 338600
  • Fax: 01225 338700

Free Consultation

You can have a free initial consultation. There's no fee, no catch and no obligation on your part. 

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Free Consultation

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About Us...

Our team at Advance Investments Limited delivers a personalised, creative service and is focussed on providing solutions rather than creating problems. We attract clients exclusively on recommendations from existing clients and do not advertise our services, and we believe this is a testament to our value and expertise.

The team comprises of:

David Chasemore BSc FCA,

Director

David has extensive post qualification experience as a Chartered Accountant and is a qualified Financial Adviser who specialises in taxation and pensions.

Ben Cundy

Director

Ben is a qualified Financial Adviser and has a number of years of financial services industry experience.

Keith Ayres

Director

Keith is a fully qualified Financial, and has many years of experience in the Financial Services industry.

Mike Dawe

Business Development Consultant

Mike is our newest member to the advice team.  He has been working with us for a number of years in a sales support/paraplanning role and is now a fully qualified financial adviser. 

Administrators

We are all well supported by a dedicated administrative and technical support team, providing an efficient and effective back-up to our advisers.

All of our clients get an administrative contact point as well as an adviser so that they can be secure in the knowledge that there is always someone available to support them.

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