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.
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.
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.
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 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.