Wealth built on
sound foundations.
We are Advanta Risk.
Worth Protecting.
At Advanta Risk, our aim is to ensure you have complete peace of mind with the right insurance cover provided by an Insurer that has the ability and desire to pay your insurance claims quickly and efficiently.
We provide our clients with the highest quality independent, expert advice to ensure that you get real value for money from your insurance arrangements by combining peace of mind with our expert service and guidance.
Why use an insurance broker
We have built up strong commercial relationships with top insurers across all industry sectors which allow our clients to benefit from robust, flexible cover at competitive premiums.
Our highly experienced and qualified team will work with you to review your existing plans and requirements to ensure that appropriate cover is in place..
Extension to Stamp Duty Land Tax holidayChancellor of the Exchequer Rishi Sunak said the government will extend the temporary increase in the residential SDLT nil-rate band to £500,000 in England and ...
Case study
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In January 2020, Advanta Wealth reached a significant milestone when we were awarded the prestigious Chartered Financial Planners accolade by the Chartered Insurance Institute (CII).Chartered status –...
Case study
Brian Williamson is a long-standing client and true advocate of Advanta Wealth.How highly do you value having a team of experts, all of whom you know by name, looking after you, rather than a solitary...
Client Testimonial
Tell us your Advanta Wealth story – where and when did you start at the firm, and how have you got to where you are now?I have been with Advanta Wealth since it was founded in 2012. Like many of my co...
Case study
Advanta Wealth were first named within the Top 100 Financial Advisers in 2018. Building on these successes, we graduated in to the Top 50 in 2019 and were delighted to announce for 2020 we had placed ...
News
What can we offer
As an independent general insurance broker, we are able to offer an unrestricted array of insurances.
With our expert guidance and advice, we can guide you in both the more traditional types of policies you may already be familiar, in addition to the more bespoke
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The internet has transformed the way in which we all shop for goods and services, however it is no substitute for personal advice when you are looking to protect your most treasured possessions.
Our expert team take the time to understand your individual needs, circumstances and lifestyle to tailor solutions to meet your personal requirements.
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Purchasing insurance directly from an insurer can mean that when it comes to making a claim, you are on your own at a time where you need expert help and guidance the most.
If your insurer refuses to pay out, makes an offer on a claim that you feel does not represent the true cost of your loss, or; takes too long to settle a claim, this may leave you in a vulnerable position.
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Protection insurance is designed to cushion an individual, their family or a business against the impact of unforeseen and potentially financially disastrous events.
By having the correct protection cover in place, clients will have peace of mind that funds will be provided and distributed effectively to their designated beneficiaries should they suffer a serious illness or die prematurely.
As experienced and independent Mortgage Brokers, our sister company Advanta Wealth is in a unique position to research the entire marketplace to find clients the best lender and terms for their circumstances.
We have direct relationships with lenders and can offer insight into the best mortgage deals and products available to ensure that clients’ needs are met in the most efficient and cost-effective way.
Advanta Mortgages Website
Advanta Wealth are experts in helping clients accumulate wealth towards their retirement and to helps manage an income strategy as they start drawing from their retirement pot. We have advisers who hold specialist pension qualifications to allow you to consider strategies that other firms cannot.
Our wealth of talent and experience helps clients plan for and achieve retirement goals with peace of mind that they are in safe hands.
