Wealth that works
as it is earned.
We are Advanta Wealth.
4.92 average rating by our clients
In partnership with an award-winning, Edinburgh based design agency, Union, Advanta Wealth are delighted to announce the launch of their new website.This transformation is part of a large scale projec...
In January 2020, Advanta Wealth reached a significant milestone when we were awarded the prestigious Chartered Financial Planners accolade by the Chartered Insurance Institute (CII).Chartered status –...
Brian Williamson is a long-standing client and true advocate of Advanta Wealth.How highly do you value having a team of experts, all of whom you know by name, looking after you, rather than a solitary...
Tell us your Advanta Wealth story – where and when did you start at the firm, and how have you got to where you are now?I have been with Advanta Wealth since it was founded in 2012. Like many of my co...
Advanta Wealth were first named within the Top 100 Financial Advisers in 2018. Building on these successes, we graduated in to the Top 50 in 2019 and were delighted to announce for 2020 we had placed ...
Advanta Wealth were delighted to have been featured by The Telegraph Business Club, a media channel by The Telegraph providing engaging, informative films that offer interesting business insights for ...
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.