Advantage Wealth Management

Independent Financial Adviser  Ground Floor, Helensburgh, Dunbartonshire, G84 8TG
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FCA authorised
Last authorised 30th March 2020
Bespoke personalised advice, tailored to meet your needs to help you on your financial journey to achieving your financial goals
We can advise you on
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Annuity purchase
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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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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Traded endowment policies
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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
Meet our advisers
John McMahon BSc (Hons) Dip PFS
Independent Financial Adviser / Director
About us

Advantage Wealth Management is a Whole of Market Independent Financial Advisory company with over 35 years experience in the personal and corporate market place.

We pride ourselves on a second to none service putting the client at the heart of everything we endeavour.

We believe it is extremely important to review your circumstances on a regular basis to ensure the advice you receive always meets your objectives and keeps you on track to achieving your financial goals now and in the future.

We use the highest quality technology and analysis tools to ensure everything we do is best for our clients. We use the services of a third party compliance company to help guide us in our advice process giving an extra layer of reassurance to both you as a client and us as a company when evaluating our process and advice.

We specialise in giving advice to clients on Pensions, Investments, Tax planning, Protection and Mortgages.

We also specialise in corporate advice with an increasing number of companies requiring help protecting their key individuals and employees along with obligations to provide pension advice in the form of auto enrolment.

Our services

If you wish local trustworthy whole of market advice and a long term relationship with the same adviser look no further. You will receive a high level of service from an individuals with more than 35 years experience, having worked with some of the UKs best solicitors, accountants and banks. We advise on mortgages, debt management, pensions, savings & investments, tax planning, trusts, wills and protection. In addition we offer advice on work place pensions, protecting your business, staff and key individuals.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

Ground Floor, 65 Sinclair Street, Helensburgh, G84 8TG

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