Advanta Wealth Ltd
Beckie Paterson is an experienced professional in the financial services sector, currently serving as Business Manager at Advanta Wealth Ltd since November 2020, focusing on mortgages. Prior to this role, Beckie held the position of Account Handler at Advanta Risk Limited from July 2019 to November 2020, specializing in insurance. Beckie's career also includes experience as a Sales Executive at Laurie Ross Insurance from December 2017 to June 2019, further enhancing expertise in the insurance industry.
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.