Advanta Wealth Ltd
Duncan Godsman is an experienced Paraplanner currently working at Advanta Wealth Ltd since November 2022, with prior roles at Waverton Wealth and Henderson Stone & Co Ltd. Duncan began a financial career at Capital Managers LLP, initially as an Administrator and later as a Paraplanner, while also completing an internship focused on investment and mortgages. Earlier professional experience includes a supervisory role at City G8 Recruitment, engaging in various tasks across venues in Scotland, complemented by an educational background in Finance, Investment & Risk from Glasgow Caledonian University.
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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.