Nathan Pitt-Stevens, Advanta Wealth

Advanta Wealth Financial advisor
12 Francis Drive
12 Francis Drive, Walderslade
People concerned about paying too much tax and hard-earned wealth not working, can particularly help busy successful professionals and business owners

Business Description

Independent Financial Advice on your pensions, savings & investments, protection including life & critical illness cover, income protection insurance and commercial insurance. Estate planning, inheritance tax planning, long-term care funding, defined benefit pension transfer specialist, pension consolidation expert, at retirement solutions including drawdown and annuities, and equity release.

Completely bespoke and wide ranging holistic independent financial advice. 

My Recommendations

Nathan is fruendky, understanding and patiebt. He has spent a lot of time helping my husband identify all of his pensions from all his work places over the past 40 years. Nathan then helped him decide which to consolidate and what to do with them and helped us understand where we stood with regards to our retirement plans. Thank you.

from Glynnis Wisbey

Accreditations & Qualifications

Fellow of The Personal Finance Society (FPFS)

Chartered Financial Planner

Advanced Diploma in Financial Planning

Certificate in Mortgage Advice and Practice