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 within the Top 20 Financial Advisers, as listed by FTAdviser, a publication from the Financial Times at 18th place.
This highly distinguished list is compiled on an annual basis by the Financial Times publication, FTAdviser. The methodology for compiling this list has changed over the years and the rankings are now formulated using a larger quantity of data than previously. This ensures that the final results give a more accurate reflection of the industry as it now includes factors such as adviser qualifications and Chartered status at firm level.
“We are delighted to have been named within the Top 20 of the FTAdviser’s Top 100 Financial Advisers list” says Craig Webster, Chief Executive Officer of Advanta Wealth.
“2020 has been a demanding year for many of us both personally and professionally. Despite this, the full team at Advanta Wealth have risen to the challenge of upholding our exacting standards in supporting our clients through this tumultuous period. For Advanta Wealth to continue to rise through the ranks despite these challenges is a real validation of our collective efforts as a team.”
Advanta Wealth was established in 2012 and is a true advocate of personal, face-to-face advice provided by qualified, competent and experienced professionals. Our advisors have the expertise and knowledge to give clients the confidence to make the right choices for their future.
Seeking professional advice and guidance can make a significant difference to your long-term financial health and planning and we would be delighted to extend our services to any of your friends and family who may benefit from our services.