Wealth that works
as hard
as it is earned.
We are Advanta Wealth.
Worth knowing.
Planning for your future is not a game of chance. It needs the guiding hand of someone who takes the time to understand you and your aspirations. At Advanta Wealth, our role is to provide expert insight and guidance, so that you are never alone in conquering whatever financial decisions life throws your way.
4.93 average rating by our clients
“Got involved with Advanta just prior to the pandemic and worked with them under unprecedented circumstances.
During this time I received a flawless and professional service with a personal touch.”
Client: Mr Rodgers
HMRC suffers from too much interest
Taxpayers relying on HMRC to sort out the tax due on interest are given a warning.As had often been noted over the last few years, one of the strategies adopted by successive governments to increase t...
News
Spring Statement: the magic of £9.9 billion
There were no tax increases in the Chancellor’s Spring Statement (upgraded from an initial Spring Forecast), but that might just be pain deferred.Before becoming Chancellor, Rachel Reeves set out a ne...
News
Bank base rate decision – held at 4.25%
Bank base rate decision – held at 4.25%.The Bank of England Monetary Policy Committee (MPC) announced today that the base rate will be held at 4.25%.This follows the decision to reduce the rate to 4.2...
News
Is there a future for LISA or should you look elsewhere?
Unloved LISA?The House of Commons Treasury Committee has been pondering the future of Lifetime ISAs (LISAs).The Lifetime ISA (LISA) is arguably a good example of brand overstretch. When ISAs were firs...
News
Pensions and inheritance tax
The government is showing no signs of changing its plans to levy inheritance tax (IHT) on pensions.Sometimes what creates the most noise in the wake of a Budget is not what will hurt the taxpaying pop...
News
We are all mortal…
The Office for National Statistics has taken a fresh look at our mortality.Source: ONSRoughly every two years, stories in the media tell us how many children will live to the age of 100. The latest pr...
News
Working with us
Every one of our clients has their own unique story. At Advanta Wealth, we take the time to get to know and understand our clients: what makes you tick, your aspirations, and what you’d like to achieve.
Our highly qualified team of specialists are also specialists on you. That’s because we’re invested in developing abiding personal relationships.
We take a long-term view, working together to ensure we’re always a trusted partner whom you can turn to for advice. We take our role very seriously, and we’re proud to have our expertise and accomplishments certified by the prestigious Chartered Financial Planners accolade by the Personal Finance Society, the gold standard for financial planning firms.
Meet your wealth specialists
Our clients benefit from a unique and professional service delivered by a team of experts, many of whom they know by name. That’s because we believe in personal, lasting relationships built on trust.
How we can help
Investment Planning.
Retirement Planning.
Estate and Inheritance Planning.
Taxation Strategies.
Protection.
Mortgages.
Insurances.
Investment Planning.
Advanta Wealth builds tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk. Our professional process uses leading edge technology to build and maintain wealth and provide peace of mind that goals are being achieved.
Retirement Planning.
Advanta Wealth are experts in helping clients accumulate wealth towards their retirement and to helps manage an income strategy as they start drawing from their retirement pot. We have advisers who hold specialist pension qualifications to allow you to consider strategies that other firms cannot.
Our wealth of talent and experience helps clients plan for and achieve retirement goals with peace of mind that they are in safe hands.
Estate and Inheritance Planning.
This is a complex and technical area of financial planning which requires expert guidance to put in place a comprehensive and robust plan to maximise the value of an individual’s estate on death.
Taxation Strategies.
There are tax implications to most financial decisions that clients make, whether it is taking out an ISA, making a pension contribution or transferring wealth to the next generation.
Protection.
Protection insurance is designed to cushion an individual, their family or a business against the impact of unforeseen and potentially financially disastrous events.
By having the correct protection cover in place, clients will have peace of mind that funds will be provided and distributed effectively to their designated beneficiaries should they suffer a serious illness or die prematurely.
Mortgages.
As experienced and independent Mortgage Brokers, we are in a unique position to research the entire marketplace to find clients the best lender and terms for their circumstances.
We have direct relationships with lenders and can offer insight into the best mortgage deals and products available to ensure that clients’ needs are met in the most efficient and cost-effective way.
Insurances.
At Advanta Risk, our aim is to ensure you have complete peace of mind with the right insurance cover provided by an Insurer that has the ability and desire to pay your insurance claims quickly and efficiently.
We provide our clients with the highest quality independent, expert advice to ensure that you get real value for money from your insurance arrangements by combining peace of mind with our expert service and guidance.
