Advanta Wealth’s Growth Investment From Beech Tree Private Equity


Shepherd and Wedderburn has supported Advanta Wealth with the next stage of its growth plans.

Advanta Wealth is an award winning boutique wealth management company with offices in London and Glasgow.

Shepherd and Wedderburn’s corporate finance team, headed up by Partner George Frier, (Picture) has advised Advanta’s management team, led by CEO Craig Webster, in a successful multi-million-pound investment by London-based Beech Tree Private Equity. The transaction will support Advanta’s ambitious buy and build strategy.

Involved fees earner: George Frier – Shepherd and Wedderburn;

Law Firms: Shepherd and Wedderburn;

Clients: Advanta Wealth;