Advanta Wealth Ltd
Iain Valentine is an experienced financial professional with a comprehensive background in financial planning and advisory services. Currently serving as a Financial Planner at Advanta Wealth Ltd since June 2016, Iain applies a disciplined approach to portfolio management utilizing specialist services from Schroders and Rayner Spencer Mills Research. Previous roles include Managing Director at One Wealth Management Ltd, where financial planning services were provided to help clients manage their wealth, and Operations Director at Attivo Group Limited, where Iain developed a boutique SIPP proposition and associated asset management strategies. Iain's career also includes substantial experience as a Business Consultant at LV=, Director at One Integrated Solution Limited, and Manager of the AMP Financial Planning team in New Zealand. Iain's educational credentials include a DipSM in Superannuation Management from Macquarie University and an Associateship from the Australian & New Zealand Institute of Insurance and Finance.
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.