James Nicholas at Advanta Wealth

Independent Financial Adviser  Bedminster, Bristol, BS3 5ND
First meeting at adviser's own cost
Chartered financial advice, making wealth that works as hard as it is earned.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Commercial motor
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Travel
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr James Nicholas

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

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 qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate their ability to apply and evaluate the supervision principles and practices in a retail financial services business

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 the mortgage process and the principles of equity release.

This exam accesses understanding of the features and risks of different securities, the structure and features of the securities market and relevant factors and considerations for appropriate investment recommendations.

This qualification accesses the advanced skills needed for advising on income planning to those in and approaching retirement

This exam accesses understanding of key retail financial products such as savings, investments and tax wrappers.

Accreditations
Chartered Financial Planner
What our clients say
Helpful, Friendly advice. Would use again
Fiona, C
Extremely thorough and provided reassurance throughout the process.
Nigel, Wallis
Clear with advice, very informative.
C, Phillpotts
About us

We build tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk. Our professional process uses leading edge technology to build and maintain wealth and provide peace of mind that goals are being achieved.

Our services

Our highly qualified team of specialists are also specialists on you. That’s because we’re invested in developing abiding personal relationships.

We take a long-term view, working together to ensure we’re always a trusted partner whom you can turn to for advice.

Where to find us
Head office address: Bedminster, Bristol, BS3 5ND
Service coverage
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£250,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 13th September 2021

Similar advisers near you

Independent Financial Adviser 0.32 mi
Award Winning Top rated Independent Financial Advisers. We research the best solutions from the entire market.
 
Independent Financial Adviser 0.48 mi
2020 - Voted Best Adviser Firm in the South-West & Wales - Professional Adviser Awards and Best Wealth Management Adviser - Bankhall Awards
 
Independent Financial Adviser 0.57 mi
After working with me you will feel more confident, more in control and more focused when it comes to planning your future. Working together we will develop your own financial route map and empower you with the tools to make your journey a success.
 
Independent Financial Adviser 0.77 mi
Putting our clients' interests first, a highly personal service - straightforward understandable advice to make the most of your money.