Robbie was fantastic to deal with. I cannot recommend him highly enough. Friendly, knowledgeable, professional, courteous, polite etc, etc. Very easy to deal with and I continue to do so happily in the knowledge that if I have any requirements regards my personal finances I can contact Robbie.
Robbie explained the benefits (for my wife and I) on moving to a Drawdown pension, also Robbie has helped us plan for the future when I retire. I cannot fault Robbie, he has kept me informed of any changes on my portfolio and offered guidance along the way.
F.L., East Kilbride
Robbie has been extremely helpful by providing regular updates on my investment and often helping outside normal hours when I have had questions or concerns regarding my account. Robbie has been more than helpful, his knowledge and understanding of the markets, in particular during this current situation have been excellent. He has kept me updated with recent events and suggestions to keep my investment safe. I can’t really think of anything that could be improved.
Robbie took over my account a couple of years ago. He acts in a very professional and transparent manner and spent a significant time with me when I crystallised my pension in 2019. He has always answered any questions with clarity and understanding.
Robbie helped by explaining the process, whether it was the right decision given my circumstances and the potential benefits in the long term. Robbie also to time to explain the risks involved and how those risks would be managed and mitigated. Despite the current Covid-19 crisis Robbie has kept me abreast of how the SIPP is doing and the strategies employed. There has been good use of video conferencing for periodic reviews rather than going into the office
Robbie has been our direct advisor for the past couple of years. He has been excellent in his advice, responsiveness and pro-activity.
A.S., Fort William
Mr Mackillop was able to summarise the appropriate investments that met my goals and aims. Professional and detailed service provided by Mr Mackillop. Language during the communication stage has suited my understanding of a business that’s new to me.
P.D., Northern Ireland
Service is exceptional and provides clear, concise and effective advice on all aspects of wealth management. 100% effective and delivered on all aspects of the services required.
Good understanding of requirements. Clear advice. Transparency of fees.
P.W., Argyll & Bute
Before joining Advanta Wealth, I worked for a major UK financial institution, where my clients included high net worth individuals and commercial businesses.
I am currently working towards achieving ‘Chartered Financial Planner’ status which is a qualification that reflects the highest level of ethics, expertise and knowledge within the financial planning industry.
I currently hold the Diploma in Regulated Financial Planning and am a member of the Professional Finance Society.
Away from work, I'm kept busy by my three kids. I love golf and enjoy running and cycling - slowly.
I have looked after high net worth clients for many years and have always been successful in building and developing strong relationships with my clients.
I pride myself on my honest and professional approach when dealing with all clients, which I believe is key to any good relationship.
Where to find us
Head office address: 121 West Regent Street, Glasgow, G2 2SD
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