Securing Your Financial Future Through
Life's Transitions.

We are Advanta Wealth, Expertise in
Navigating Divorce Finances
Worth knowing.

Divorce is more than a legal process; it's a pivotal financial transition, especially under Scottish law. As your Advanta Wealth adviser, I'm here to guide you with empathy and expertise.

We'll navigate the complexities of your financial separation, ensuring your future is secure and your goals are met. Together, we'll turn this challenging time into a foundation for your new beginning.

Susan Bennett, Chartered Financial Planner

Why Choose Advanta Wealth for Divorce Financial Planning:

Expertise in Complex Financial Situations:
Advanta Wealth stands out in managing complex financial scenarios typical of high-net-worth divorces. Our expertise encompasses high-value assets, business interests, and investments. We ensure thorough evaluation and protection of your diverse portfolio, offering peace of mind in the midst of intricate financial challenges.

Tailored Financial Strategies:
Our financial strategies are as unique as our clients. At Advanta Wealth, we craft personalised plans that cater to the specific needs of high-net-worth individuals navigating divorce. We focus on creating strategies that not only address immediate concerns but also lay a foundation for long-term financial stability and growth.

Discretion and Privacy:
Discretion and privacy are paramount at Advanta Wealth. We understand the sensitive nature of divorce and prioritise the confidentiality of your financial matters. Our commitment to privacy is integral to our service, ensuring that your financial journey is handled with the highest level of discretion and respect. Where you elect for us to work with both parties we will only do so with your explicit consent.

John Inverdale interviewing Susan Bennett, Chartered Financial Planner at Advanta Wealth on the topic of financial planning and divorce.

Meet your 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.

“I moved to our London office in 2013 and attained Chartered Financial Planning status in 2016. This year, I have been promoted to Head of Private Clients in London. ”

"Every one of our clients is looked after by a network of experts, who they know by name, as opposed to a stand-alone financial planner."

"We provide our clients with the full range of holistic planning services, centred around the creation, protection and distribution of wealth."

Our Divorce Financial Planning Services:

Cashflow Modelling:

Legal Collaboration:

Pensions on divorce:

Tax Implications:

Cashflow Modelling:

Legal Collaboration:

Pensions on divorce:

Tax Implications:

“Gillian and Craig are very knowledgable, with outstanding advice. Recently, I needed to ascertain valuations and letters, at short notice, which they turned around in no time. I've already introduced a family member to them and would highly recommend them to others .”

"Susan has always been very professional in her approach to the advice she has given me. She combines this with a genuine interest in you as a client and is warm and approachable. For me that is key to building a good relationship and trust between adviser and client. Susan always makes you feel that no question is silly or irrelevant and she is a fantastic communicator taking time to explain and reassure when necessary. I am delighted with the service I have had from Susan over the years."

"Efficient. Well prepared. Prompt. Polite. Kind. As my first experience with a financial adviser, Carolyne put me at my ease. She spent time getting to know me and my personal circumstances. I was very pleased with the experience."