Advanta Wealth Ltd
Alistair O'Hara is a finance professional with a progressive career, currently serving as Business Manager at Advanta Wealth Ltd since March 2023. Previously, Alistair held the position of Financial Planning Administrator at Tavistock Private Client from October 2022 to February 2023, and before that, Alistair worked as an Apprentice Financial Planner at GREGORY WEALTH MANAGEMENT LLP from July 2021 to October 2022. Alistair's educational background includes A-Levels in Mathematics, Physics, and Finance from Ousedale School.
Advanta Wealth Ltd
Advanta Solutions is a fast-growing, multi-faceted wealth management and complementary services group. The business is centred around a market leading, customer focused Chartered Financial Planning business, Advanta Wealth, which provides its clients with holistic financial planning services, complemented by mortgage and insurance brokeragefacilities within the wider group. Advanta currently employs c.60 people and consistently delivers market leading organic growth rates, with c.40% of revenues each year generated from new business as a result of a highly satisfied customer base and strong service levels. The Business has grown the assets which it manages on behalf of customers from less than £200m only three years ago to almost £500m today.