Top 10 Independent (IFAs) & Restricted Financial Advisers in South Lanarkshire

Wherever you are on your financial journey, let us provide the map to your desired destination

Professional, trustworthy independent financial advice based in Glasgow and London.

Our advisers have been carefully selected for their high professional standards, integrity and commitment to delivering excellent friendly customer experiences.

Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

Wherever you are on your financial journey, let us provide the map to your desired destination

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.

As a father & son team, we have over 40 years of experience. Retirement advice, drawdown, annuities, pension consolidation & pension transfers. FREE INITIAL CONSULTATION. We are a local family firm providing home visits throughout Lanarkshire & Glasgow.

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.

Independent Financial Advice. Specialising in Investments, Pensions, Mortgages and Protection.

Wealth management built around you - from one of the world's strongest banks.