Advanta Group is built around the full lifecycle of wealth management, helping individuals, families, business owners and professional partners create, protect, manage and transfer wealth with clarity and confidence.
Across every part of the Group, our role is the same: to provide clear thinking, personal advice and long-term stewardship, delivered by people who understand what matters.
One Group. Specialist advice. One standard of care.
Each specialist area of the Group has its own focus. Together, they provide joined-up advice for the moments, decisions and transitions that shape financial lives.
From mortgages and protection to financial planning, investment governance and adviser integration, Advanta combines technical expertise with a deeply human approach.
We do not believe advice should feel distant, transactional or difficult to understand. It should be clear, considered and built around real life.
Advanta Group brings together specialist areas of expertise, each designed to support clients, advisers and partners at different stages of their financial journey. Our approach is long term by design. We guide before complexity becomes pressure, explain before decisions become difficult, and stay close as life evolves.
Through strategic acquisitions, the following businesses and talented individuals have become part of the Advanta Group, and they are now integrated into our wider business.
Financial planning for individuals, families and businesses, built around long-term goals, multigenerational thinking and personal confidence.
Independent Insurance advice for families, founders and high-value clients, integrated with wider wealth and mortgage advice.
Investment oversight, governance and risk management for complex and high-value portfolios.
Clear, personal mortgage advice for standard, complex, high-net-worth and specialist lending needs.
Streamlined, cost-effective advice delivered through a digital-first model for clients who need efficient guidance through key life stages.
The Group’s commitment to meaningful social impact, supporting children, families and communities through practical action and long-term partnerships.
Support for adviser firms, introducers and businesses joining the Group, with a focus on continuity, integration and long-term value.
Advanta supports people whose financial lives are becoming more complex, whether through family change, business growth, inheritance, retirement, property, investment or succession.
We work with individuals, families, entrepreneurs, business owners, professional partners and adviser firms who value advice that is clear, personal and considered.
Clients come to Advanta for our expertise. They stay because they feel understood, supported and cared for over time.
Advanta Wealth provides my family and I with the clear financial support both for the short term and future. The team are friendly and straightforward, which provides a reassuring approach, setting out clear financial plans to meet our retirement goals. The support given by my Advanta Financial Planners was nothing short of first class, it was so important to have that personal one to one relationship. It’s vital to have ongoing support which gives confidence when planning for your future and the team at Advanta Wealth gives us that confidence.
For more than 20 years, I have relied on the expertise of the Financial Planners who are now part of Advanta Wealth. Since their transfer to Advanta in June 2022, they have continued to provide the same exceptional level of support and comprehensive advice that I have come to value over the years. They’ve always handled my needs with the utmost care and professionalism, looking after me and my family personally, as well as supporting the wider family of my team at Scottish Opera.
I believe that what really sets Advanta apart is their genuinely personal approach. We all feel incredibly well looked after, and their responsiveness is second to none. Nothing is ever too much trouble. It’s that combination of expertise, immediacy and care that makes them such a trusted partner.
I was introduced to Advanta Wealth in 2019 after a difficult experience elsewhere that left me feeling let down and facing significant financial losses. From the outset, what stood out was how much they genuinely cared — not just about my finances, but about me as a person.
What I value most is their personal, bespoke approach. I never feel like just another client; I feel listened to, understood and supported. Their clear, thoughtful guidance keeps me focused and confident, particularly during major life events such as renovating my home.
After the health challenges and uncertainties I’ve faced in recent years, having that level of trust and support has been invaluable. Working with Advanta gives me peace of mind, knowing my finances are in safe hands and allowing me to focus on my life and work.
To me, they are more than a financial firm — they are trusted advisors who consistently act in my best interests. The relationship is built on trust, care and consistency, and I feel very fortunate to have them by my side."
I’ve been working with Advanta Wealth for just over a year, after finding them online while looking for independent advice. From the outset, I felt that my needs were really understood, which gave me confidence to move forward.
What stood out to me was how listened to and valued I felt. The advice I’ve received has helped me put the right plans in place to protect my family, and that provides real peace of mind.
Working with Advanta makes me feel secure, informed and reassured about my financial position. It’s been a very positive experience, and I look forward to continuing the relationship.
I’ve been working with Advanta Wealth for over 10 years now, having originally been referred by a former colleague. Over time, they’ve become my trusted adviser in every sense of the word.
What I value most is their expertise combined with a genuinely personal approach. They don’t just understand my portfolio, they understand my wider circumstances, my family and what matters to me. That long-term relationship and context make a real difference.
I know they’re always there when I need them. Whether it’s our annual review or a quick call when something changes, they’re consistently responsive and follow through on what they say they’ll do. They’ve also been incredibly supportive when I’ve referred others to them, taking the same care and attention with friends and family.
Working with Advanta gives me a strong sense of trust, openness and reassurance. They think beyond the obvious, draw on a wider network to help where needed, and make proactive suggestions for me to consider, which adds real value. I would and do recommend them without hesitation — they’ve built a relationship I truly value and rely on.
We have worked with Advanta for many years and greatly value the trust, reliability and expertise they consistently provide. What stands out most is their personal approach and genuine understanding of our business needs. They are always on hand to offer clear advice, respond quickly to queries, and ensure we have the right cover in place.
Advanta supports us by making the insurance process straightforward and stress-free, handling complex matters efficiently and proactively identifying solutions that protect our business. Knowing that we have a knowledgeable and dependable team looking after our insurance requirements gives us real peace of mind and confidence that we are in safe hands.
We have been using Advanta Risk for around 10 years now and our relationship with them is the same now as it was then, treated as a valued client and not just a number.
Our relationship manager is excellent; always reminding us about renewals, always going to the markets to get the best deal, and more importantly, always making sure we are fully covered for all eventualities, giving us peace of mind and confidence in the brand
The Advanta Education Hub is designed to increase our clients’ understanding of their financial world. We believe that access to solid advice and straightforward financial information is the bedrock of planning for your future with confidence.
Discover more about a variety of financial life stage considerations, whether you are starting out in the workplace, managing your family finances ongoing, or planning for your retirement and beyond.
Advanta Group’s unique hub provides a valuable source of truth for you and your family to increase your understanding, improve your family’s financial knowledge across generations and when the time is right for you, request support and considered advice from one of our expert Financial Planners.
Whether you need personal financial advice, support for your business, or a clearer view of how the Advanta Group can help, we are here to guide you.
Speak with us about the decisions in front of you, and the future you want to build.