Advanta Wealth Ltd
Lower Ground
130 Buckingham Palace Road
London
SW1W 9SA
We are Advanta Wealth.
Advanta Wealth, Worth Knowing.
During your initial meeting with us, we will present our Terms of Business and explain how we work.
If we agree to work together and prepare a Wealth Management Plan, we will commit to a rigorous six-step planning process.-
1. Data Gathering
2. Goal Setting
3. Identification of Needs
4. Report Preparation
5. Implementation
6. Review and Revision
Trust, like wealth, is hard earned.
Your security shouldn’t be selected off the shelf. With Advanta Wealth each portfolio is uniquely tailored to you, ensuring peace of mind and security.
That’s the power of personalised service.
Please contact any of our offices to speak to an adviser.
Advanta Wealth is a trading name of Advanta Wealth Ltd which is authorised and regulated by the Financial Conduct Authority.
Advanta Wealth Ltd is a company registered in Scotland no: SC433830.
Registered Office: Ailsa Court, 121 West Regent Street, Glasgow G2 2SD.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.