Advanta Wealth Ltd
Lisa Hepburn is an experienced professional in the field of compliance and quality management, currently serving as Compliance Manager and Quality Manager at Advanta Wealth Ltd since September 2020. Prior to this role, Lisa held the position of Compliance Services Manager at Compliance First from September 2010 to August 2020. Lisa's academic background includes a degree in Financial Services from Glasgow Caledonian University.
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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.