Advantage Wealth Management is a family business, established in Helensburgh, in 2013 and we recognise that understanding the lifestyle you want for you and your family can bring enormous benefits.

We are dedicated to ensuring our clients receive the best advice from friendly and knowledgeable financial advisers. It is this commitment to a superior service in terms of client relationship and product performance that we believe sets us apart.

Our Independent Financial Advisers will meet with you in a time and place of your convenience and find the most appropriate solution for your needs. 

We offer a range of services from Investments & Savings through to Retirement & Protection. Whatever your needs we can offer the support and advice you require. Please feel free to contact us and come in for a chat – we would be delighted to help.

Between us we have over 40 years experience working in financial services.

John McMahon

John has an Honours Degree in Neuroscience and a Diploma in Financial Planning as awarded by Chartered Institute of Insurance. He is a member of the Personal Finance Society and of the Chartered Institute of Insurance and has 20 years of experience as an Independent Financial Adviser.

During this time he has worked in various institutions including banks, accountancy firms and large solicitor firms. This experience was invaluable in allowing him to understand what good customer service looks like and carry the positive aspects into the business.

Nicola McMahon

Nicola has an Honours Degree in Accountancy and has worked in Corporate & Commercial banking for 20 years. Dealing with all levels of business and all aspects of banking. To ensure/provide specialist support in the business she completed the Certificate in Mortgage Advice and Practice qualification.

As a husband & wife team we bring a unique set of skills and ideas. We understand the challenges of family life and why you need to plan for the future as we are in the same position. Our hands on approach helps put our clients at ease and we are committed to delivering great results for you, after all, your success ensures our success.