Digital-first financial planning from
The Advanta Group.
We are Advanta Direct.
A Wealth of Knowledge at the Ready.
Tap into a personalised financial perspective in a more straightforward way.
We always strive to be one step ahead of your needs.
So when we saw that some customers needed our high-quality service in a slightly different, more straightforward way, we created Advanta Direct.
4.93 average rating by our clients
“Got involved with Advanta just prior to the pandemic and worked with them under unprecedented circumstances.
During this time I received a flawless and professional service with a personal touch.”
Client: Mr Rodgers
More simple, more streamlined, more you
Advanta Direct offers simpler, more direct wealth management for clients.
The same access to expertise, at a fixed cost
Advanta Direct offers simpler, more direct wealth management for clients.
It gives you access to our team of highly experienced advisers, so you can tap into all that guidance, insight and expertise, as and when you need it.
The same access to expertise, at a fixed cost
With Advanta Direct, you’ll get the same high-quality financial advice you expect from us at a fixed cost.
So, rather than paying for an all-inclusive service that you might not make the most of, you can include additional services on an ad hoc basis.
What you can expect with Advanta Direct.
Straightforward
Advanta Direct’s digital-first approach means easy access to our encrypted Personal Finance Portal, which helps keep your data safe and sound, and helps us offer a more sustainable approach to financial advice.
Specific
With Advanta Direct, you have a team committed to your specific needs, and access to a team of expert advisers online and by phone. All of these experts will know you and your unique circumstances. Plus, you’ll benefit from yearly check-ins with an adviser.
Streamlined
We created Advanta Direct as a way of managing your finances. It provides you with everything you need, when you need it, with nothing added on that you don’t. That means you can enjoy high-quality financial management at a fixed cost, with access to our range of ‘bolt-on services’.
Meet your wealth specialists
Our clients benefit from a unique and professional service delivered by a team of experts, many of whom they know by name. That’s because we believe in personal, lasting relationships built on trust.
