Advanta Wealth Ltd
Liam Steel is a seasoned professional in the financial services industry, currently serving as a Paraplanner at Advanta Wealth Ltd since September 2016, where responsibilities include managing new business applications and overseeing client funds and investments. Prior roles at Advanta Wealth Ltd include Junior Paraplanner and Case Manager. Previous experience includes a Customer Service Advisor position at BT and Front of House Staff at Burnhouse Manor Hotel. Liam has also worked as a Labourer at The Malcolm Group with a break in employment for travel. Educational qualifications include a Level 4 Diploma in Financial Planning from the Chartered Insurance Institute and a BAcc in Accountancy and Finance from the University of Glasgow.
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.