Advanta Wealth Ltd
Steven Cameron has over six years of experience in the financial services sector, currently serving as a Paraplanner at Advanta Wealth Ltd since June 2017. Prior to this role, Steven held the position of Senior Compliance Consultant at Compliance First Limited from June 2014 to May 2017. Steven holds a Bachelor of Arts (BA) degree from the University of the West of Scotland.
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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.