Advanta Wealth Ltd
Denise McIlhoney is a seasoned professional in the financial services industry, currently serving as Pensions Technical Manager at Advanta Wealth Ltd since June 2021. Denise also holds extensive experience as a Technical Consultant and Compliance Services Consultant at Compliance First, where employment began in August 2009. Previously, Denise worked as a Senior Business Reviewer at Huntswood from August 2005 to March 2009. Educational qualifications include a Bachelor's degree in Financial Services from Glasgow Caledonian University and a Bachelor of Arts in Financial Services from the University of the West of Scotland, both completed between 1998 and 2000.
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.