Advanta Wealth Ltd
James McLair has over 30 years of experience in the financial sector, with expertise in advisory roles, wealth management, technical analysis, and client services. James has held various management positions, including Technical, Business Development, and Client Services roles. James began their career as a Financial Consultant at Prudential Assurance in 1988 and subsequently worked as an Independent Mortgage Broker at Allen and Harris. James then joined Barclays Independent Financial Services as an Independent Financial Adviser and later worked as a Private Banking Manager at Royal Bank of Scotland. From 2010 to 2015, James served as the Manager of Business Development and Technical Services at One Wealth Management Ltd. Currently, they are employed as the Business Partnership Director at Advanta Wealth Ltd.
James McLair attended Broughton High School in Edinburgh, where they did not pursue a specific degree or field of study. Before that, they also attended Broughton Primary School in Edinburgh, where they also did not focus on any particular degree or field of study.
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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.