FCA verified
16th October 2017

Advantage Wealth Management

Independent Financial Adviser Ground Floor, 65 Sinclair Street, Helensburgh, G84 8TG
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
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
adviser-person
John McMahon BSc (Hons) Dip PFS
Independent Financial Adviser / Director
Where to find us
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.

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

Similar advisers near you

Independent Financial Adviser 0.88 mi
We are a family business who only want the very best for our clients
 
Independent Financial Adviser 3.78 mi
Many banks are failing their clients by withdrawing independent financial advice, you deserve advice you can rely on long term.
 
Independent Financial Adviser 4.01 mi
Clark Gillone is a firm of Chartered Financial Planners providing advice on all aspects of financial planning.
 
Independent Financial Adviser 11.9 mi
Multi-Award Winning Lifestyle Financial Planners providing comprehensive financial planning for affluent retirees, business owners & professionals