Advanta Wealth 605977

Independent Financial Adviser  121 West George Street, Glasgow, Kilmarnock, G2 2SD
First meeting at adviser's own cost
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
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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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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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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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Small business
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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 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
7.0/10
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FCA authorised
Last authorised 28th June 2021
Meet our advisers
About us

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.

Our services

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, G23 5DH
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
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
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 28th June 2021

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