Finance and Compliance

The Finance and Compliance team at Advanta Wealth Ltd is responsible for ensuring the company's financial integrity and regulatory adherence. The Compliance Manager oversees and enforces compliance with industry regulations, while the Pensions Technical Manager provides expert guidance on pension-related matters. The Chief Financial Officer manages the company's financial operations, including budgeting and financial reporting. The Financial Planner works directly with clients to deliver tailored financial planning and investment advice, ensuring a high level of customer satisfaction and supporting the company’s growth objectives.