Advanta Wealth Ltd
Fergus Galbraith DipPFS is an experienced finance professional currently serving as a Paraplanner and Business Manager at Advanta Wealth Ltd since June 2020. Prior experience at Advanta Wealth Ltd includes a role as an Intern Trainee Business Manager from June 2019 to September 2019. Fergus has also worked at CalMac Ferries Limited as a Seasonal Port Assistant from May 2014 to September 2019 and at Prentice Seafoods as a Processing Operative from June 2012 to September 2018. Fergus Galbraith holds a Bachelor of Arts (Hons) in Finance, Investment & Risk from Glasgow Caledonian University, completed in 2020, and has an educational background from Tarbert Academy from 2003 to 2016.
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.