Advanta Wealth Ltd

Independent Financial Adviser  Ailsa Court, Glasgow, G2 2SD
First meeting at adviser's own cost
I believe that advice should be simple and cost effective. You need to trust the person and what they are saying, and over time come to value the relationship and the benefits it brings you. I hope the 180 clients I support have all achieved this.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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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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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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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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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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 private medical insurance
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Group risk
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
David Mackintosh
Independent Financial Adviser

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

At the end of this unit candidates should be able to analyse and apply financial information and portfolio management skills

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

About us

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

Advanta Wealth is an advocate of bespoke, face-to-face advice delivered by highly qualified and experienced financial services professionals. We provide a full range of holistic planning services, centred around the creation, protection, and distribution of wealth.

Where to find us
Head office address: Ailsa Court, 121 West Regent Street, Glasgow, G2 2SD
Service coverage
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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