Advanta Wealth Ltd
Teddy Fisher is an experienced paraplanner at Advanta Wealth Ltd, having held this position since February 2021. Prior to this role, Teddy served as a Financial Planning Manager at Santander UK from August 2019 to September 2020. Education includes a Diploma in Regulated Financial Planning obtained from the Chartered Insurance Institute between 2018 and 2020, along with studies at Long Road Sixth Form College in Cambridge from 2011 to 2013.
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.