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Advanta Solutions

advantawealth.co.uk

Stage

Private Equity | Alive

About Advanta Solutions

Advanta offers financial planning services to its clients through Advanta Wealth, besides mortgage and insurance brokerage.

Headquarters Location

130 Buckingham Palace Road

London, England, SW1W 9SA,

United Kingdom

+44 (0)20 3668 7480

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Latest Advanta Solutions News

The Morning Briefing: Stamp duty pensions and decoding ESG

Oct 14, 2022

14th October 20228:46 am Good morning and welcome to your Morning Briefing for Friday 15 October 2022. To get this in your inbox every morning click here. Pensions quirks  The press has rightly devoted many pages to whether liability driven investing is appropriate for defined benefit scheme funding. The volatility in the gilt markets justify this. But there are other aspects of the pensions system that require attention. Ros Altmann writes that some clients have paid stamp duty unnecessarily on business property put into their personal pension funds. She argues this must be corrected. But what is the difference between them? Richard Collins, co-founder of CSR Accreditation and a member of the APPG on ESG’s Advisory Board, explains them. He also has more fundamental message at the end: “Until we have globally agreed clarity and regulation there is a danger that data cannot be trusted and therefore unreliable when making investment decisions on risks, impacts, and opportunities. “We have to be honest about the trade-off between financial returns and doing the right thing, it cannot be left to index providers to rate goodness.” Quote Of The Day This is not the inflation news the Fed wanted. Despite falling used car prices, rising housing costs continue to drive inflation higher. Rent and owners’ equivalent rent, very sticky forms of inflation, comprised over half of the increase in prices versus the prior month. –  Ronald Temple, managing director and co-head of multi-asset and head of US equity, on inflation across the pond Stat Attack New research released today by used car buying service ChooseMyCar.com, shows that nearly three quarters of 18-34 year olds are struggling to pay for fuel to run their car. 29% Source: ChooseMyCar.com Other news Suffolk Building Society has now launched products across its residential, holiday let and buy to let mortgages, following its phased return to the market on 20 September with expat and self build products. Charlotte Grimshaw, head of intermediary relations at Suffolk Building Society said: “After the temporary measure to pause our lending activity we are now pleased to return to market with further product options, having recently launched self build and expat deals. “By adopting this phased approach we have been able to manage a steady inflow of applications whilst progressing cases in our existing pipeline, successfully reducing our service times to a comfortable level. Through this careful management, I am delighted we are now able to offer a wider range of products.” Advanta Solutions has concluded a further three deals in Scotland in quick succession as part of its growth strategy adding £100m AUM in the process and opening an office in Dundee. SMG Financial Options, Ann Bellingham Financial Services and M&I Independent Financial Services now contribute to Advanta’s footprint in Scotland adding to the existing business based in Glasgow. Craig Webster, CEO of Advanta, said: “As we continue to grow our business across the UK, we are delighted to have three fantastic businesses join our team and reinforce our commitment to delivering advice in Scotland. “With the new Consumer Duty coming into effect in July next year, firms everywhere are considering the needs of their customers and understand that joining Advanta, where we have a wider range of products and services, is a core requirement for providing financial advice now and in the future. Raising the standards of advice and service in the UK is central to our strategy of creating a professional environment for our clients.” From Elsewhere Cryptocurrency firm advised by Philip Hammond withdraws UK application ( The Guardian ) Mini-budget U-turn on table as Kwasi Kwarteng flies home ( BBC News ) Did You See? The government’s mini budget in September caused several consequences across the political economy. One was that gilt and sterling markets went into a tailspin as international investors did not buy the chancellor’s tax cuts. A second was that pension funds that rely on liability driven investing experienced stress from cash redemption requests. And a third was that there is speculation the government will cut welfare spending in order to prop up massive tax cuts. All of this leads to the question, should pensions tax relief that amounts to roughly £40bn a year be cut to support the vulnerable? We will find out soon enough if this will happen on October 31 when the government has its medium term fiscal plan and Office for Budget Responsibility (OBR) forecast. Should pensions tax relief be cut to support welfare spending? Yes, this would defend the most vulnerable No, it would be damage pensions Don’t know

Advanta Solutions Frequently Asked Questions (FAQ)

  • Where is Advanta Solutions's headquarters?

    Advanta Solutions's headquarters is located at 130 Buckingham Palace Road, London.

  • What is Advanta Solutions's latest funding round?

    Advanta Solutions's latest funding round is Private Equity.

  • Who are the investors of Advanta Solutions?

    Investors of Advanta Solutions include Beech Tree Private Equity.

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