Advanta Wealth

ADVANTA WEALTH is a boutique wealth management company with a reputation founded on lasting relationships with clients. They provide a personal independent financial planning and investment management service centered around clients’ individual needs.

Face-to-face service is the cornerstone of Advanta Wealth’s ongoing success. The company’s organic growth is primarily attributed to referrals from existing clients, and they are proud to be listed within the acclaimed FT Adviser Top 100 Financial Advisers in the UK.

Focusing their expertise on a select few clients, Advanta Wealth offer the full spectrum of financial services. Their proposition is centred around the creation, protection and distribution of wealth, with a comprehensive offering for the discerning investor. This includes retirement planning and investments, estate planning and wealth distribution, plus complimentary services such as mortgage brokerage and insurance via Advanta Mortgages and Advanta Risk.

Having confidence and trust in the people who look after your wealth is paramount to the client-adviser relationship. That’s why the personal touch is central to the company’s philosophy. Every one of Advanta Wealth’s clients is looked after by a team of experts who they know by name.

The firm believes caring for a client’s wealth should be an abiding personal relationship, not a cold transaction. A qualified and experienced team of specialists provide meaning and direction to clients’ financial decisions, giving them the confidence to make the right choices for their financial future.

Building and nourishing enduring relationships is a powerful driving force behind Advanta Wealth, both externally and internally. To ensure the business stays at the leading edge, they continually encourage and challenge the team to advance themselves professionally, with every member of staff empowered to expand their knowledge, skills and qualifications to advance in the business and excel in the industry. The benefits of this process ultimately extend to the clients – giving them access to a network of multi-skilled experts, all of whom are available to them on a day-to-day basis.

FOCUS

Truly personalized service; Retirement planning & investments; Estate planning & wealth distribution

advantawealth.co.uk