The Advanta Group represents the evolution of a collection of trusted, specialist businesses, brought together under a single, unified vision.
Over time, our businesses have grown, diversified and adapted to meet the changing needs of our clients. What remains unchanged, however, is our commitment to the core values that have always defined us: integrity, personal service and a genuine dedication to our clients.
Today, the Advanta Group brings together a wide range of capabilities, enabling us to deliver expert advice, and well-informed solutions with clarity and confidence. By aligning our expertise, we are better placed to anticipate challenges, respond to opportunities and provide meaningful, long-term support.
As we look to the next decade and beyond, our focus remains firmly on building enduring relationships, with our clients and with the professional partners we work alongside. Through thoughtful growth and continued collaboration, we are shaping a future where our collective strength delivers even greater value and stronger outcomes for our clients and their families.
Advanta Group, Confidence, built with care.
Advanta Group brings together specialist areas of expertise, each designed to support clients, advisers and partners at different stagesof 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.
Tell us what matters now, and we’ll help you think clearly about what comes next.