Building a successful business takes years of commitment, hard work and trust. Choosing what happens next is one of the most important decisions you’ll make.
Advanta Solutions is the acquisition and holding company for the regulated businesses within the Advanta Group. We work with firm owners who are looking for a long-term home for their business, their clients and their people.
What sets us apart is our balance of scale and personal approach. We have the experience, resources and financial backing to support growth, while prioritising the importance of taking the time to understand the business you’ve built.
Our role is to help preserve what makes your firm successful while supporting its future as part of a like-minded group — creating greater strength, together.
Our approach is built on stewardship, not sales.
We understand that decisions around succession, acquisition and integration are rarely straightforward. They involve people, relationships, legacy and long-term responsibility as much as commercial outcomes.
That’s why we take a considered, collaborative approach. At Advanta Solutions, we bring structure, clarity and experienced guidance to conversations that can often feel uncertain, helping firm owners understand their options, navigate change and make decisions with confidence.
For adviser firms, acquisition partners and businesses joining the Advanta Group, we provide reassurance throughout the transition process. We take the time to understand what has made a business successful, helping preserve its strengths while creating the foundations for future growth as part of a larger, like-minded group.
Joining the Advanta Group is more than a transaction. It is a long-term decision about people, clients, systems, culture and value.
That’s why we focus on creating strong foundations from the outset. We take the time to understand how a business operates, identify opportunities and risks, and ensure there is a clear path forward for everyone involved.
For firms joining the Group, this means access to greater scale, shared expertise and operational support, while retaining the relationships, values and local strengths that have made the business successful.
Our role is to help make the transition feel clear, considered and well supported — giving business owners confidence in the decisions they are making today, and reassurance about what comes next.
Joining the Advanta Group is not about giving something up. It is about becoming part of something stronger.
Acquisitions depend on clarity.
Advanta Solutions supports key stakeholders within each firm throughout the full lifecycle of business acquisition, helping them understand who they are selling to, the opportunities, responsibilities and long-term implications of joining the Advanta Group, where the risks sit and what could affect future value.
We carry out structured analysis to identify financial, operational, people and governance considerations. We help highlight potential deal issues, quantify areas of concern and give decision-makers a clearer view of what needs to be resolved before, during and after completion.
The result is a more informed acquisition process, one that reduces uncertainty, protects value and supports decisions built on evidence rather than assumption.
The work does not end when a deal completes.
Advanta Solutions helps create a structured approach to integration, ultimately into our flagship regulated entity, Advanta Wealth. We support the alignment of people, systems, processes and controls, helping newly joined businesses continue to operate effectively while moving towards a shared standard across the Group.
We help identify risks early, protect business continuity and support the expected value of a deal after completion.
Our focus is practical and long term: helping businesses integrate without losing the strengths that made them valuable in the first place.
Protecting what makes a business successful while creating a stronger future together.
Reliable systems are essential to business resilience, especially during acquisition, restructuring, dispute resolution or growth.
Advanta Solutions works with specialist teams across the Group to review core infrastructure, finance systems, data platforms and operational processes. This helps identify similarities across the Group, where best practice can be shared, and where risks or gaps may need attention.
We look at how well systems support the business today, where they may create exposure, and what may need to change to support future growth.
Our aim is to provide a clear view of what is working, what needs attention and how infrastructure and technology can better support the business over time.
Every business situation is different. The common need is clarity.
We work closely with business owners to understand the key drivers important to them and help shape a path forward that creates long-term value for everyone involved.
But the best measure of our approach comes from the people who have experienced it firsthand.
Read the stories and testimonials from business owners and individuals who chose to join the Advanta Group and are now valued members of our growing community.
PR&W is a city-based Chartered Financial Planning firm managing approximately £235m of client assets at the point of sale in 2024, now grown to over £300m. The firm specialises in advising high-net-worth individuals across retirement planning, inheritance tax planning, tax optimisation, and investment planning.
“Partnering with Advanta Solutions has enabled us to grow beyond the limits of a small firm, without losing what made us successful.”
David Penney, Penney Ruddy & Winter (PR&W)
We had reached a natural ceiling on growth. Key challenges included recruitment, increasing regulatory administration, succession planning, developing our investment proposition, and limited internal infrastructure across HR, finance, compliance, and training
We decided to join Advanta Solutions due to strong cultural alignment, compatibility in systems and operations, a robust investment proposition, flexibility around brand retention, and confidence in Advanta Solutions long-term vision.
Our experience has been highly positive. The integration process has been collaborative, with flexibility shown where appropriate rather than a rigid, one-size-fits-all approach.
We have experienced revenue growth, successful recruitment, enhanced HR and compliance support, an improved investment proposition, and greater clarity around long-term career development.
Advanta Solutions has supported us operationally, commercially, and strategically, reducing administrative burden and enabling us to focus more on client service and growth.
Advanta Solutions differentiates itself through its flexible integration approach, focus on minimising disruption, solutions-led culture, and strong understanding of adviser businesses.
We have recruited four new team members, improved investment governance, and enhanced operational efficiency.
We would recommend Advanta Solutions to firms seeking scalable growth, a structured operating model, and flexibility for future planning or succession.
Genesis Financial Planning Ltd is an IFA practice managing approximately £200m of client assets, advising high-net-worth individuals and business owners on pensions, investments, inheritance, tax, protection and taxation.
“Joining Advanta Solutions has strengthened my client offering, reduced costs, and allowed me to focus more on delivering better outcomes.”
Adam Horn, Genesis Financial Planning
We faced ongoing challenges in keeping pace with regulatory changes and maintaining robust investment research capabilities.
I chose to join Advanta Solutions due to confidence in its investment proposition, the continuity it provides for clients, and access to a broader range of services and referral opportunities, to my geographically better placed colleagues.
My experience has been very positive.
I now have access to a stronger investment strategy, enhanced research tools, and more time to focus on better clients and business growth.
Advanta Solutions has supported succession planning by helping me identify and bring in younger advisers to my team.
Advanta Solutions stands out through its flexibility and national reach, enabling better service coverage and client referrals to and from colleagues.
My clients have benefited from the application of adjusted investment charges and product fees where appropriate.
I would encourage others to have an open conversation with Advanta Solutions to determine whether the partnership is the right fit for them.
A £372m AUM Chartered Financial Planning firm providing a broad range of services including wealth management, estate planning, and specialist advisory work.
“Joining Advanta Solutions enables firms to scale while maintaining high standards of independent financial advice.”
Iain Andrews, Westcotts Chartered Financial Planners
We struggled to balance client work with the operational demands of running the business, including compliance, IT, HR, and regulatory requirements.
We joined Advanta Solutions to establish a more sustainable operating model and better balance priorities.
Our experience has been positive and successful.
We have benefited from centralised operational support, allowing us to focus more effectively on client work.
Advanta Solutions has provided strong operational support from the outset, with a collaborative and structured integration process.
Advanta Solutions collaborative culture, professional standards, and pragmatic approach distinguish it from other groups.
We have seen strong client retention and stable, ongoing revenue.
We recommend speaking with existing partners to understand the experience and benefits firsthand.
A sole adviser firm managing approximately 110 clients with £63m in assets under management.
“Advanta Solutions people and values gave me confidence that my clients would be well looked after.”
Ken Anglestein, MWWM
I found running the business increasingly challenging due to regulatory pressures and limited access to tools and infrastructure.
I joined Advanta Solutions to support my retirement planning and ensure a strong future home for my clients.
Initially, I had some concerns, but these were quickly resolved through a collaborative and supportive onboarding process.
I have benefited from improved technology and access to finance and compliance support, significantly reducing my workload.
Advanta Solutions has provided strong support through its adviser team and helped create a structured and effective retirement transition plan.
Advanta Solutions stands out for its integrity, trustworthiness, and delivery on commitments.
The majority of my clients transitioned successfully, with improved governance, stronger client outcomes, and broader advice capability.
As well as conducting thorough due diligence on systems and processes you need to prioritise trust and cultural fit.
An established IFA business built over 35 years, managing approximately £50m in assets, focused on retirement, inheritance tax planning, and protection
“Being part of the Advanta Solutions is helping me achieve the level of performance, income, and satisfaction I aspired to.”
Kevin Moore, Independent Financial Planner
I experienced challenges during transition, including authorisation processes and delays in client transfers.
I chose to join Advanta Solutions due to strong cultural alignment, open and honest dialogue, and shared values
My experience has been positive overall, with challenges addressed constructively through collaboration.
I have increased my recurring income and gained more time through enhanced operational support.
Advanta Solutions has enhanced my client engagement through events, referrals, and operational improvements, increasing my professional profile.
Advanta Solution’s culture is characterised by a proactive, supportive, and values-driven environment
I have seen increased revenue, more personal time, and stronger client engagement, with further growth expected.
I would advise being open to change and prepared to work collaboratively to maximise potential within the firm.
City Financial Planning Ltd is a firm with approximately 50 staff and £800m FUM, operating from offices in Bath and Exeter.
“Advanta Solutions ethos does not tell or sell, it considers and consults.”
Tim Quirke, City Financial Planning
We had limited time to invest in technology development and building a centralised investment proposition.
We selected Advanta Solutions as the best cultural fit, aligned with our long-term vision for financial services.
Our experience has been positive, collaborative, and based on mutual respect.
We have benefited from reduced platform and investment fund costs.
Advanta Solutions has strengthened our marketing capabilities and supported broader business development, and they continue to collaborate with our business and listen to our perspectives, post completion.
Advanta Solutions distinguishes itself through a consultative approach, prioritising client outcomes rather than imposing solutions.
We are still integrating, but the business is evolving positively in terms of being future fit.
I recommend engaging in frank discussions as to what you require and where you want to be in three years and see if that is a journey that can be taken together.
Good governance protects more than process. It protects trust, reputation and long-term value.
Advanta Solutions helps businesses navigate an increasingly complex regulatory environment through the support of a dedicated central team. For many firms, this means strengthening governance and oversight while reducing the burden on business owners and senior leaders.
Our role is not to add complexity. It is to make responsibilities clearer, strengthen accountability and help businesses operate with greater confidence and efficiency.
Choosing the right long-term partner means understanding both the business and the investment behind it.
Advanta Solutions is supported by Beech Tree Private Equity, which holds a minority stake in the business alongside the Founder and employees across the Group. Their investment has helped accelerate our growth, strengthen our capabilities and support our long-term acquisition strategy, while enabling continued investment in our people, technology and client experience.
For firms joining the Group, this provides the reassurance of strong financial backing alongside the continuity, culture and long-term perspective of an owner-led business.
From acquisition through to integration, Advanta Solutions helps businesses navigate change with clarity, confidence and a focus on protecting long-term value.
The strength of strategic investment, combined with the commitment and care of a business built around relationships.
Have a question about Advanta Solutions and how we support businesses, adviser firms and acquisition partners? You’ll find some of the most common questions below.
Advanta Solutions is the Advanta Group’s acquisition and holding company, responsible for the ownership, management and integration of businesses across the Advanta Group.
For firms choosing to join Advanta Solutions, we help manage the transition into a like-minded group, providing the structure, support and expertise needed to make the process smooth and successful.
Our goal is to preserve what makes each business valuable while creating the benefits that come from being part of something stronger together.
Advanta Solutions typically funds acquisitions through a combination of cash reserves and committed debt facilities. This approach provides the capital needed to complete transactions while maintaining strong financial stability and capacity for future growth.
Partially. Beech Tree Private Equity holds a minority stake in Advanta Solutions, and the rest of the business is owned by the Founder, and employees across the Advanta Group.
This structure combines the benefits of external investment and growth capital with the long-term commitment, culture and continuity that come from owner-led leadership.
We help identify and assess financial, operational, insurance, governance and infrastructure risks before, during and after acquisition. This gives decision-makers a clearer understanding of value, potential issues and areas requiring attention.
Following acquisition, Advanta Solutions supports the integration of people, systems, processes and governance into the Group and, ultimately, into our flagship regulated advice business, Advanta Wealth.
The aim is simple: to maintain continuity, preserve what makes the business successful and support a smooth transition to a shared Advanta standard.
Systems and infrastructure can affect resilience, security, efficiency and future growth. Reviewing them helps identify weaknesses, dependencies and risks that may need to be addressed, particularly during acquisition or integration.
No. While Advanta Solutions plays a key role in supporting acquisition partners and businesses joining the Advanta Group, its expertise can also support adviser firms, business owners and investors facing complex operational, financial or strategic decisions.
Our focus is always the same: bringing clarity, structure and confidence to important decisions.
For the moments that call for clarity, care and considered advice.
Group Chair
Chief Executive Officer
Managing Director
Chief Finance Officer
Chief Executive Officer, Advanta Invest
Chief Client Officer