Wealth that works
as hard
as it is earned.
We are Advanta Wealth.
Worth knowing.
Trusted by our clients to provide expert insight and advice.
Advanta Wealth is a Chartered firm ranked in the FT Top 100 Advisers for the last seven consecutive years, and is part of the Advanta group of companies; collectively representing in excess of 6,000 clients and £2.5bn of assets.
Our highly qualified advisers deliver bespoke, face‑to‑face advice to private individuals and their families across the U.K. so that you can protect, plan, grow and distribute your wealth, knowing that we have taken the time to understand you, and your aspirations.
Whatever financial decisions you are faced with, we are Worth Knowing.
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
Tuition fees head to £10,000
A government announcement has set tuition fees in England on a rising path once more. In October, the UK Government announced a range of changes for post-16 education. What grabbed headlines were deta...
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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.
