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.

Consulting

Professional Services

Advanta Wealth Ltd

Craig Webster

Lisa Hepburn

Evelyn Neil

Denise McIlhoney

Claire Chapple

Sophia Christopher

Kameron Darar

Gill Ward

Edd Wynne

Chloe Welsh

Beckie Paterson

Alistair O'Hara

Melissa C.

James McLair

Mark Pearson

Alireza Emamy

The Business Management Team at Advanta Wealth Ltd is responsible for overseeing and optimizing the company's operational processes, ensuring efficiency and alignment with strategic goals. This includes managing day-to-day activities, improving internal systems, and supporting various departments to achieve market-leading growth and high customer satisfaction.

Business Management Team

Paraplanning Team

Finance and Compliance

Business Management Team

About

Team members

Other teams at Advanta Wealth Ltd

Paraplanning Team

Finance and Compliance