Wealth that works
as it is earned.
We are Advanta Wealth.
4.92 average rating by our clients
What you need to consider at every life stageWhen you’re starting out working in your 20s, you may not be thinking about retirement in 40 years. The same goes for your 30s, 40s and even 50s. There is ...
Welcome to this Guide to Inheritance Tax Planning.You no doubt want your loved ones to inherit as much of your wealth as possible when you die. Estate planning is about more than just tax. It is abou...
Peace of mind knowing that your family is protectedAre you protecting what matters most against the financial impact of a life-changing event? The coronavirus (COVID-19) outbreak has led to a tragic n...
Advice mattersLife events that professional financial advice can help you navigateIn the current climate, we understand that you may be feeling worried about your work, your finances and what the futu...
Advanta Wealth’s new partnership with PFA Scotland.The Advanta Group are delighted to announce their business partnership with the independent union of professional footballers in Scotland (PFA Scotla...
Are you giving yourself the best chance of success?Before you start, defining any goals you may have will help you plan, budget and choose the right investments. Your goals might be around enhancing y...
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.