A paid partnership between Advanta Group and The Courier helping their readers realise their financial goals.
Meet your 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.
4.92 average rating by our clients
How we can help
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.
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.
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.
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.
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.
Contact us
Advanta gives you access to a broad range of mortgage, insurance and wealth management solutions. If you’d like to know how we can help with your investment and wealth planning needs, get in touch. We’ll be delighted to provide more details of our services. Please contact us using one of the options listed below.
Dundee
Prospect House,
Dundee Technology Park,
Dundee, DD2 1TY
Glasgow
121 West Regent Street,
Glasgow, G2 2SD