Advanta Wealth Ltd
Edd Wynne has extensive experience in civil engineering and financial planning, currently serving as a Paraplanner, Client Servicing Manager, and Business Manager at Advanta Wealth Ltd since April 2021. Previous roles include participation in the CISI Capital Markets Programme and a traineeship as an Investment Analyst Intern at Digital Banking Direct. Edd's civil engineering background spans several years at Galliford Try plc, where involvement included significant projects such as the £36m M49 motorway junction and the £120m Smart Motorway Programme. Edd also held internships in design and civil engineering roles. Edd's educational qualifications include a Bachelor's Degree in Civil Engineering from the University of Bristol and various financial planning certifications from the Chartered Insurance Institute and CFA UK. Currently pursuing an Advanced Diploma in Regulated Financial Planning, Edd combines engineering expertise with a focus on financial services.
This person is not in any offices
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.