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
Time for increased auto enrolment contributions?
Promised adjustments to pension law are missing a key element: increasingminimum contribution levels.The first King’s Speech of the new parliament in July contained proposals for 40 new bills, coverin...
News
An update on cash savings
Financial Conduct Authority (FCA) publishes a review of the cash savings market following evidence of some dubious tactics at work. Table 1: Average easy access deposit interest rates and base rates a...
News
Pension crisis reaches China
The pension challenges facing western governments are also confronting the world’s second most populous country. At what age should the state start to pay a pension? The question is a challenge to all...
News
Joining the boom in top-rate taxpayers?
New data from HMRC show there are now more than a million people paying income tax at a rate of at least 45%.--> Facebook Twitter LinkedIn ...
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The cryptic arm of the taxman
Investors in cryptocurrencies like bitcoin should not forget the tax consequences of their digital wallets, says HMRC.HMRC regularly boosts tax receipts by nudging taxpayers who are suspected of filli...
News
City Financial Planning Limited Joins The Advanta Group
Following the successful acquisition of City of London based Penney, Ruddy & Winter earlier this year, has today announced that it has acquired City Financial Planning Limited adding a further £...
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.
