Find an Independent or Restricted Financial Adviser

Creating, managing and protecting your wealth the intelligent way

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 are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

As an independently owned and specialised firm, we offer institutional quality financial advice and investment management, tailored to the individuals and families that we serve.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

We offer a no-nonsense approach to independent financial planning. Only ever fee based, first meeting is without cost or obligation.