Ben has been in Financial Services for over 20 years, having trained initially as an investment advisor with a large American bank. He is one of the founding Directors of the Advance Group. Ben is a keen sportsman and has been involved with rugby for 35 years as a player and as a coach. He lives in Bath with his wife, Caroline, and their 3 children.
Keith has been a practising independent adviser since 1998 and has over 20 years experience in Financial Services. He was one of the founding directors of Advance Investments and has accumulated wide ranging experience in corporate and personal financial planning. Keith is a born again golfer, and keen fisherman, and lives between Bristol and Bath with his wife and daughter.
Chartered Financial Planner
Mike has been working in the Financial Services and wealth management sectors since 2001. He joined the team in 2006 as an administrator and now subsequently advises and assists clients with wealth management and financial protection. He has successfully completed the Chartered Insurance Institute (CII) Advanced Diploma in Financial Planning, and having also completed the CII Advanced Pension exams, is our pension transfer specialist.
Business Development Consultant
Since joining Advance in 2011 Jay has been a vital member of the administration team. Jay holds the CII Diploma in Financial Planning and is approved by the FCA to give advice. Jay has over 15 years experience in financial services and before joining Advance he worked for 6 years in the IFA sector supporting advisers in an administrative role.
Karen joined Advance in 2006 and has 20 years experience in Financial Services including 16 years in FCA compliance within the IFA sector.
Jo joined the team in 2009 from a top ten accountancy firm and has over 8 years experience in accountancy and finance. Jo is a fully qualified accountant (ACCA) and her primary role is to provide advice and support along with managing the core financial reporting and control processes within the business.
Tracey has been working in an administrative/PA role within the Financial Services industry since 2004. Her background includes experience in Investments, Pensions, Protection and Mortgages.
Matt joined the team in August 2015 from the Bank of Ireland and has over 7 years experience in financial services. Matt is currently studing towards his CII Pension Administration exams.
Fiona joined Advance in May 2015 and assists the Finance Manager.
Liz is the newest member of the team, joining in October 2015. With over 15 years experience in the IFA sector, Liz brings a wealth of organisational skills to the Advance Group.