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 Paraplanning Team at Advanta Wealth Ltd supports the financial advisors by preparing detailed financial plans, conducting comprehensive research, and analysing financial products. They ensure all client recommendations are thoroughly vetted and compliant with current regulations, thereby enabling advisors to provide personalized and strategic financial planning services to their clients.

Paraplanning Team

Business Management Team

Finance and Compliance

Paraplanning Team

About

Team members

Other teams at Advanta Wealth Ltd

Business Management Team

Finance and Compliance