Advanta Wealth
Initial consultation free
Independent
With Advanta it’s always personal.
We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
We can advise you on
Clients
helped
135helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Susan Bennett
Chartered Financial Planner Fellow of the PFS
David Mackintosh
Chartered Financial Planner
Daniel Wright
Independent Financial Adviser
Alex Watson
Chartered Financial Planner
What our clients say
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D Clark
Susan is very friendly and helpful, she is very attentive, and superb at answering any queries regarding our financial needs.
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Adele & Ged W.
We have had exceptional service from Susan. She has taken the time to deeply understand what we are trying to achieve and has been patient and professional in providing advice and answering our...
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George & Jean D.
Service provided has been excellent and is delivered to the standard we would expect and hope for.
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Susan S.
Susan has always been very professional in her approach to the advice she has given me. She combines this with a genuine interest in you as a client and is warm and approachable. For me that is key...
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