Liam Steel

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.