Advanta Wealth

Advanta Wealth

Chartered financial planning.

Year of investment:
Year of Initial investment:
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Advanta Solutions is a fast-growing, multi-faceted wealth management and complementary services group.

The business is centred around a market leading, customer focused Chartered Financial Planning business, Advanta Wealth, which provides its clients with holistic financial planning services, complemented by mortgage and insurance brokerage facilities within the wider group. Advanta currently employs c.60 people and consistently delivers market leading organic growth rates, with c.40% of revenues each year generated from new business as a result of a highly satisfied customer base and strong service levels. The Business has grown the assets which it manages on behalf of customers from less than £200m only three years ago to almost £500m today.

Beech Tree’s investment helped to further accelerate Advanta’s organic growth as well as enabling it to pursue a buy-and-build strategy.
Advanta Wealth

Our current investments

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Specialist investors, focusing on three sectors

New technologies are creating opportunities and threats for all businesses. Underpinned by cloud computing, the wave of disruptive innovation is driving digital transformation to deliver operational efficiencies and accelerated growth.
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Financial Services
Financial Services
The UK is a leading Financial Services centre. Operating in such a dynamic and heavily regulated sector creates opportunities for innovative businesses that can deliver disruptive solutions to their customers.
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Tech-enabled Support Services
Tech-enabled Services
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