Advanta Wealth

Independent Financial Adviser  9 Blaiklands Crescent, Coatbridge, ML5 2FF
First meeting at adviser's own cost
At Advanta Wealth, we are worth knowing as we are here to offer you independent, impartial advice and guidance.
We can advise you on
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Mortgage protection
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Next home / Remortgaging
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
Response rating
9.8/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr David Reilly

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

I have over 22 years industry experience providing tailored financial solutions for clients. I use my skills, to listen, and build a long-term relationship and put plans in place in order for my clients to achieve their objectives.

We will work with you to help you realise and form your financial objectives. For many, a clear financial path is not always evident, and it is our job to help you pull together all constituent elements to build this.

Managing your hard-earned money and staying on track with your financial plan is a complex task. At Advanta Wealth, we will guide you through the evolving web of tax and pensions legislation whilst also providing insight and guidance to financial markets and how these impact on your investments. It can be difficult to make and implement such big decisions without help and expert guidance. We help you to understand and make sense of your finances, put in place investment plans for the future and crucially, monitor progress to make sure that they stay on track.

Our services

I provide Independent Financial Advice to clients throughout Scotland and can assist in the following areas:

Private Clients:
Retirement and Wealth Planning
At Retirement Strategies
Inheritance Tax Planning
Protection

Corporate Clients;
Group Benefits
Corporate Pensions
Corporate Protection

Where to find us
Head office address: 9 Blaiklands Crescent, Coatbridge, ML5 2FF
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£151,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.8/10
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FCA authorised
Last authorised 13th September 2021

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