Wealth that works
as it is earned.
We are Advanta Wealth.
4.92 average rating by our clients
Retirement plans being put in jeopardyPandemic threatens pushing over 50s into pension povertyMore than half (53%) of people in their 50s fear running out of money in retirement, as they have been the...
Intergenerational financial planningCOVID-19 increases desire for sustainable investing for half of UK adultsThe coronavirus (COVID-19) pandemic has prompted a desire to move into ethical and sustaina...
Financial futuresGen Xers expected to face significant challenges in retirementWith many ‘Gen Xers’ (those born between 1965 and 1980) having entered the job market too late to benefit from final sala...
Gender pension gapBritish women impacted at every stage of careerThe staggering impact of the gender pension gap has been revealed in research which shows that women have lower pension pot sizes in ev...
Property wealth boostOlder homeowners receive £1.94 billionOlder homeowners received a £1.94 billion property wealth boost in the first half of 2021, data shows. More than half of the proceeds of equi...
How has COVID-19 affected retirement plans?Attitudes and aspirations of this year’s retireesThe coronavirus (COVID-19) pandemic has impacted on every aspect of our lives, affecting individuals’ financ...
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
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.