Advanta Wealth provides clear, considered financial planning for individuals, families and business owners making important decisions about their wealth, their future and the people they care about.
As the flagship advice business within Advanta Group, we offer bespoke, face-to-face financial planning delivered by highly qualified advisers with a long-term view.
Advanta Wealth is a Chartered financial planning firm and has been ranked in the FT Top 100 Advisers for almost a decade. As part of the Advanta Group, the business collectively represents many valued, long-standing clients and their assets.
Our expertise spans financial planning, cashflow planning, retirement planning, later-life and legacy planning, investment strategy and guidance through complex life events such as divorce and bereavement.
We help clients create, protect, grow and transfer wealth with clarity and care. That starts with understanding your circumstances, your objectives and the decisions in front of you, then shaping advice that supports the life you want to build over time.
For an initial conversation with one of our advisers, please contact us to arrange an appointment.
Financial decisions are rarely just financial. They are shaped by ambitions, goals and plans and impacted by family, work, retirement, responsibility, loss, opportunity and change.
Advanta Wealth helps clients make those decisions with calm, measured advice built around long-term outcomes. Our advisers take time to understand the full picture, explain the options clearly and help you move forward with confidence.
Our clients come to us for the expertise we deliver. They stay because they feel known, supported and reassured through the moments that matter.
Take a closer look at how we can help:
Life changes. Good financial planning gives you a clearer way to respond.
Advanta Wealth advisers help you build a coordinated plan around your circumstances, objectives and long-term priorities. That can include how you create wealth, protect it, invest it, use it in retirement and pass it on to the next generation.
Our approach is holistic and personal. We look beyond products and transactions to understand the life your wealth is designed to support.
With bespoke, face-to-face advice and relationships built to last, we help clients make informed decisions with confidence and care.
Cashflow planning helps bring the future into clearer view.
It can help you understand whether your current assets, income and plans are likely to support the life you want, now, in retirement and in later years. It can also help explore different scenarios, such as retiring earlier, gifting to family, selling a business, changing lifestyle or managing unexpected events.
Advanta Wealth uses cashflow planning to help clients make decisions with greater confidence. We help you understand what may be possible, where risks may sit and how your financial plan may need to adapt as life changes.
The aim is not simply to model numbers. It is to help you make better decisions about real life.
Retirement planning is about more than reaching a date. It is about understanding what kind of life you want to live, and how your wealth can support it.
Advanta Wealth helps clients plan for retirement with clarity and confidence, from building wealth during working life to structuring income when work changes or stops.
We can help you understand how much you may need, how your pensions and investments may support you, and how decisions made today could affect your future income, flexibility and security.
Our role is to give you a clearer view of what is possible, so you can approach retirement with confidence rather than uncertainty.
Advanta Wealth supports clients with comprehensive protection planning as a core part of full-service wealth management, helping them to safeguard their financial future against life’s uncertainties.
This includes advising on and arranging appropriate insurance solutions such as life cover, income protection and critical illness cover, all tailored to individual circumstances. By putting the right protections in place, our clients can maintain financial stability, protect their families and preserve their wealth, ensuring long-term plans remain on track even in the face of unexpected events.
Passing on wealth is one of the most important financial decisions many families make. This matters both for those passing wealth on and for those receiving inherited wealth.
Advanta Wealth helps clients plan for the next generation with care, clarity and technical understanding. That may include supporting children or grandchildren to get on the property ladder, understanding how the assets you’ve built up over your lifetime will be treated in the hands of your beneficiaries, and ensuring your wider estate planning reflects your wishes.
Legacy planning is not only about tax efficiency. It is about responsibility, family, timing and intent.
We help you consider the options carefully, understand the implications and build a plan that protects your wealth while supporting the people and causes that matter to you.
Get in touch to learn how we can help you pass on wealth efficiently and avoid unnecessary erosion of your wealth caused by inadequate planning.
You’re an expert in your field. Advanta Wealth is a trusted expert for providing a clear pathway that maximises the value you extract from your business. Planning early, knowing your end goal and putting strategies in place before you find a buyer can all lead to a position of confidence and clarity during the period when you let go of the business you have built.
Working alongside other professionals who are experts in their respective fields, we provide you with comprehensive advice that covers all aspects for consideration.
Your investment strategy should reflect your objectives, your timeline and your attitude to risk.
As independent financial advisers, Advanta Wealth can source a wide range of investment solutions from across the market, helping ensure any recommendation is shaped around your circumstances rather than limited to a single provider or product.
Our advisers take time to understand how much risk you are comfortable taking, how much risk you can afford to take, and what your investments need to achieve over time.
From there, we help shape an investment approach that supports your broader financial plan. The focus is not on reacting to short-term market movement, but on maintaining a disciplined strategy aligned to your long-term goals.
Where appropriate, clients may also benefit from access to Advanta Group’s in-house discretionary fund management capability through Advanta Invest, which provides professionally managed discretionary investment services within a clear governance framework.
Divorce can be emotionally difficult and financially complex.
At a time when many clients feel vulnerable or uncertain, Advanta Wealth provides calm, practical financial guidance to help bring structure to the decisions ahead.
We help clients understand income, expenditure, assets, liabilities, pensions and future needs. We can also support cashflow projections and scenario planning, helping clients see what different settlement outcomes may mean over time.
Our role is to help you move through a challenging period with greater clarity, stability and confidence.
Advanta Wealth provides expert advice in both Court of Protection and trust matters, working closely with trustees to ensure the financial affairs of vulnerable individuals and beneficiaries are managed with care, transparency and compliance.
From advising on deputyship responsibilities to assisting with trust administration and reporting, the team brings clarity to complex legal and financial obligations. This approach not only safeguards our clients’ assets but also provides reassurance to families and trustees, helping them make informed decisions while delivering long-term financial security and peace of mind.
Planning for later life can feel difficult to approach, especially when life today feels active, independent and full.
But thinking ahead can bring real reassurance. Whether future support involves help at home, specialist care or a move into a residential setting, it is important to understand what may be needed, how it could be funded and how your wider financial plan may be affected.
Advanta Wealth helps clients and their families explore these decisions with care, clarity and sensitivity. We can help you understand the options available, consider how different assets may be used, and plan in a way that protects both financial confidence and personal dignity.
Our role is to make a complex and emotional subject feel clearer, so you and your family can make informed decisions before they become urgent.
Strong advice is rarely delivered in isolation.
Advanta Wealth works with strategic partners, and specialist relationships, to help their clients access clear and considered wealth management advice, according to their individual circumstances. Our strategic partnerships have been built over time and are guided by the same principles we bring to client relationships: clarity, care, technical quality and long-term planning.
Advanta Wealth’s advice is shaped around the realities of long-term financial decision-making across different stages of life.
We start by understanding the whole picture: your family, your responsibilities, your ambitions, your concerns and the financial decisions that sit around them.
From there, we provide clear and honest advice, supported by professional judgement and long-term planning. We deal with the facts, explain the options and help clients make decisions without unnecessary complexity.
Relationships are central to Advanta Wealth’s business ethos. Many clients stay with us for years because they value continuity, personal understanding and advice that adapts as their lives change.
Advanta Wealth has been awarded Chartered Financial Planners status by the Personal Finance Society, a mark of high professional standards in financial planning.
Financial decisions are rarely just financial. Advanta Wealth advisers are here to guide you with confidence at every stage.
Find the answers to some of the most common questions about Advanta Wealth here.
Your home is at risk if you do not keep up the repayments on your mortgage. Investments can go down as well as up; therefore, investment values do change and are not guaranteed. The Financial Conduct Authority does not regulate Inheritance Tax advice. The content of this website does not constitute advice. We are not tax or legal specialists and therefore should you require advice in this area we recommend you speak with a suitably qualified accountant or solicitor.
Advanta Wealth provides bespoke financial planning and wealth advice for individuals, families and business owners. Its services include financial planning, retirement planning, cashflow planning, intergenerational and legacy planning, investment strategy and guidance through complex life events. We provide independent advice.
Yes. Advanta Wealth is a Chartered financial planning firm. Chartered status reflects high professional standards and is the gold standard for financial planning firms.
Financial planning involves understanding your current position, future goals, risks and responsibilities, then creating a plan to help you make informed decisions about your wealth over time.
Yes. Advanta Wealth helps clients plan for retirement by assessing income needs, pensions, investments, tax considerations and lifestyle goals. The aim is to help clients understand what may be possible and how best to prepare.
Cashflow planning uses your financial information to model how your wealth may support your future needs. It can help explore retirement timing, spending, gifting, investment decisions and different life scenarios.
Yes. Advanta Wealth supports intergenerational and legacy planning, including how clients may pass on wealth efficiently, support family members and align financial decisions with long-term wishes.
Yes. Advanta Wealth provides financial planning support during divorce, including help understanding assets, income, expenditure, pensions, liabilities and future financial needs. We have specialist expertise in complex financial situations involving high-value assets, business interests and investments.
Yes. Advanta Wealth can help clients and their families plan for the financial decisions that may arise in later life, including future care needs, support at home, residential care and how these costs may be funded. By planning ahead, you and your family can make informed decisions with greater confidence, before choices become urgent or emotionally pressured.
Advanta Wealth sits within the wider Advanta Group, which means clients may also access connected expertise across investment management, mortgages, risk and protection, direct advice and other specialist services where appropriate.
Speak to us about the decisions in front of you, and the future you want to build.