Companies that have joined Advanta through strategic acquisitions and have since been integrated into the wider business.
| Acquired Business | Acquisition Date | Office Location |
|---|---|---|
| HJ Wealth Management Ltd | 02-Apr-26 | Unit 16 Quay Level, St. Peter’s Wharf, Newcastle upon Tyne NE6 1TZ. |
| Westcotts Chartered Financial Planners | 25-Nov-25 | 26-28 Southernhay East, Exeter, Devon EX1 1NS. |
| Plym House, 3 Longridge Road, Marsh Mills, Plymouth, Devon, PL6 8LT. | ||
| 38 Walliscote Rd, Weston-Super-Mare, BS231. | ||
| CSL Asset Management Ltd. | 06-Dec-24 | ——— |
| City Financial Planning Ltd | 15-Oct-24 | 3 Princes Buildings, Bath, BA1 2ED. |
| Penney, Ruddy & Winter Ltd | 01-May-24 | Thomas Beckett House, 3-6 Old Jewry, London, EC2R 8DD. |
| Nigel Menzies | 19-Jun-23 | ——— |
| Kevin Moore | 19-Jun-23 | ——— |
| MW Wealth Management Ltd | 20-Dec-22 | ——— |
| Genesis Financial Planning Ltd | 30-Sep-22 | Fulham Park House, 1a Chesilton Road, London, SW6 5AA. |
| M&I Independent Financial Services Ltd | 30-Jun-22 | ——— |
| Ann Bellingham Financial Services | 27-May-22 | Prospect House, Dundee Technology Park, Dundee City, Scotland, DD2 1TY. |
| SMG Financial Options Ltd | 25-Apr-22 | ——— |
| Templetonburn Wealth Management Ltd | 14-Jun-21 | ——— |