A Message From Our Partners Advanta Wealth
14/11/18: We at Advanta Wealth have a longstanding personal relationship with the Eton Fives Association, it is with great pride that we have been able to strengthen this relationship further by becoming the official sponsor of the EFA. Advanta Wealth are delighted to be on this journey with you, and a game described as ‘the greatest hand ball game in the world.’
We are all aware of the importance of teamwork when it comes to our sport where success is very much determined by how well we work together, playing to and trusting in our partners’ strengths. When you are looking for a partner to manage your money, you also want to work with someone you can trust. Advanta Wealth are focused on truly understanding our clients and their needs. We provide financial advice for every stage of life and offer a highly personal and professional service allowing individuals and businesses to benefit from our many years of experience. Being independent allows us to provide impartial advice on an array of services to ensure our clients the best possible solutions tailored to their individual needs.
Through our shared sport, we have helped many people associated with Eton Fives over the years and look forward to helping a greater number of you in the years to come.
How can we help you?
Advanta Wealth are experts in our field. It is our job to understand your needs and objectives and build a bespoke financial plan for you. Financial advice is not transactional, it is a journey and one which you can take comfort in pursuing with like minded individuals.
We understand that your goals will be unique to you and will change and evolve over time. It is for this reason we are equipped to assist you at all stages, whether this be to:
- Build a tax efficient investment portfolio
- Implement a coherent investment strategy across your asset base
- Save for retirement / retirement income planning
- Provide for school fees / tertiary education
- Manage an inheritance tax issue
- Protect yourself in the event of death, critical illness or being unable to work
- Buy or re mortgage your home or Buy to Let.
Chris Hughes will be at the EFA preliminary rounds on 18th November so please say hello and see how we can help – he’ll probably be happy to have some company on a cold November day!