EFA Sponsor Advanta Named In Top 100 Financial Advisers List For 2018
18/01/19: A message from Craig Webster, CEO of EFA sponsors Advanta Wealth.
"We are delighted to announce that Advanta Wealth has been named as a Top 100 Financial Adviser 2018, as listed by FTAdviser, a publication from the Financial Times.
Advanta Wealth has always striven to be at the pinnacle of the advice sector with advisers delivering first class holistic financial planning to our clients. Placing within this prestigious list is a testament to these endeavours.
This highly distinguished list is compiled on an annual basis by the Financial Times publication, FTAdviser, using data from research partner Strategic Insight. In previous years, earning a respected place on the list was heavily reliant on sales. However, the methodology has changed this year and now ranks companies by looking at other factors key to investors seeking the best person to assist them with their finances, such as how highly qualified their advisers are. Advanta Wealth prides itself on being a learning organisation and we have a history of promoting and encouraging not only our advisers, but everyone within our business, to challenge themselves academically and enhance their knowledge and skills.
“We are delighted to have been named on FTAdviser’s Top 100 Financial Advisers list” says Craig Webster, Chief Executive Officer of Advanta Wealth.
“Confidence and trust are the cornerstones of everything we do at Advanta Wealth. We are focused on nurturing long-term relationships with our clients to ensure we are who they turn to when an opportunity or setback first arises. To be recognised by the FTAdviser is a validation of our efforts and reflects the care and commitment we as a firm show our clients.”
Advanta Wealth is a true advocate of personal, face-to-face advice provided by qualified, competent and experienced professionals. Our advisors have the expertise and knowledge to give clients the confidence to make the right choices for their future.
As part of our commitment to provide clients with a fully rounded financial planning service, our expertise extends beyond our core Wealth and Investment Management services. Advanta Mortgages can assist our clients with a comprehensive range of solutions tailored to the individual, incorporating re-mortgages, residential mortgages, buy-to-let and self-build mortgages. Our clients can also benefit from broker services through Advanta Risk, who will arrange insurance and risk management solutions to both private and commercial clients through a dedicated Account Manager.
Please do get in touch to understand how we can help you.