Advanta Wealth 605977
I prefer old fashioned, face to face advice, and I'm happy to meet you in our Glasgow office, or in the comfort of your own home. Given current travel restrictions, discussions are available via Microsoft Teams, Zoom, Facetime, Skype, WhatsApp etc.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Buildings and contents
Home and leisure
Income protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 22nd February 2021
I started my banking career back in 1981 and worked through the ranks there for 31 years. Latterly, I was Area Manager for Financial Planning covering Ayrshire, Renfrewshire and Argyll. I became an Independent Financial Adviser after being made redundant, joining Advanta Wealth in April 2020.
Via Advanta Wealth we have specialists in Pensions, Investments, Protection, Mortgages, Personal & Business Insurance.
If I am unable to assist you directly, it is likely that I will be able to provide access to someone who can.
Where to find us
Head office address: 121 West George Street, Glasgow, Kilmarnock, G2 2SD
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Choose an Unbiased exclusive special offer:
Online (Live chat, video, email)
Face to face
Your home may be repossessed if you do not keep up
repayments on your mortgage.