Advanta Wealth Ltd
Carys Hopkins is an experienced paraplanner and business manager at Advanta Wealth Ltd, where Carys has been employed since May 2021. Prior to this role, Carys gained valuable experience as a graduate at Glasgow Caledonian University from October 2017 to May 2021, and as an intern at Advanta Wealth Ltd and One Financial Planning Ltd in early 2020 and summer 2019, respectively. Responsibilities during internships included administrative support, client interaction, and assisting financial advisors in client meetings. Carys's professional background reflects a strong foundation in financial services and office management.
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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.