Advanta Wealth Ltd
Chloe Welsh is an experienced business professional currently serving as a Business Manager at Advanta Wealth Ltd since May 2021. Previously, Chloe held roles at AXA PPP healthcare as a Service Relationship Advisor and Case Coordinator from December 2018 to May 2021. Prior experience includes positions as a Finance Administrator at HCS Water Treatment and a Sales Advisor at House of Fraser, where customer service skills were further developed. From October 2012 to May 2016, Chloe worked as a Supervisor at Thorntons, playing a key role in customer interaction. Early career experience includes a Sales Advisor role at Office Shoes, which provided valuable customer service training in a high-pressure environment during the holiday season. Chloe holds a Bachelor's Degree in Social Sciences from Glasgow Caledonian University, along with various qualifications in Advanced Biology and Psychology from Cardonald College and Reid Kerr, respectively.
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.