Advanta Wealth Ltd
Angela Hart Cert CII is a seasoned professional in the insurance industry with extensive experience across various roles in commercial and personal lines insurance. Currently serving as a Commercial Account Executive at Advanta Wealth Ltd since August 2020, Angela has a strong background that includes positions such as Commercial Insurance Broker at Munro Insurance Consultants and Insurance Arranger at Age Scotland. Angela’s expertise encompasses a wide range of commercial insurance products, including liabilities, property, and fleet insurance, as well as personal line insurance administration. Previous experience as a Commercial Underwriter for AXA involved underwriting, account management, and team training. Angela holds credentials from Clydebank College and James Watt College.
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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.