Meet your team.
The passionate and dedicated specialists who make Advanta Wealth.
Financial Services is a knowledge-based industry. To ensure we stay at the forefront, it is vital that we continually encourage our staff to enhance themselves both professionally and personally.
Every member of our team has a tailored career development plan. This allows us to nurture and retain talent over the long-term and make them feel a valued part of a team.
As a result, clients can be confident in the level and continuity of service they receive. They get to know our team and value the knowledge and expertise they bring to the process.
Management
Management
Our management team provide direction, support and encouragement to all members of our team to be the best they can be for you, our clients.
London
130 Buckingham Palace Road
London
SW1W 9SA
Glasgow
121 West Regent Street
Glasgow
G2 2SD
Craig Webster
CEO
Carolyne Russell
Client Director
Chris Feeney
Head of Compliance and Specialist Advice
Chris Hughes
Chartered Financial Planner
Chris Sullivan
Chartered Financial Planner
Gillian Piggot
Head of Private Clients, London
James McLair
Business Partnership Director
Johnny Morton
Finance Consultant
Kevin D’Arcy
Group Operations Manager
Mark Rocks
Group IT Manager
Melissa Charles
Head of Private Clients (North)
Pauline English
Group Finance Manager
Advisers
Advisers
Our advisers are driven, determined and passionate about helping you live the life you want to live.
London
130 Buckingham Palace Road
London
SW1W 9SA
Glasgow
121 West Regent Street
Glasgow
G2 2SD
Andy Orr
Independent Financial Adviser
Carolyne Russell
Independent Financial Adviser
Charles Rollo
Independent Financial Adviser
Chris Feeney
Chartered Financial Planner
Chris Hughes
Chartered Financial Planner
Chris Sullivan
Chartered Financial Planner
Craig Webster
Chartered Financial Planner
David Mackintosh
Independent Financial Adviser
David Waters
Independent Mortgage Broker
Duncan Carter
Independent Financial Adviser
Frazer Mackay
Independent Mortgage Broker
Gillian Piggot
Chartered Financial Planner
Iain Valentine
Independent Financial Adviser
James McLair
Independent Financial Adviser
Jennifer McMahon
Independent Financial Adviser
Marco Chabbi
Independent Financial Adviser
Matt Strickland
Chartered Financial Planner
Melissa Charles
Independent Financial Adviser
Robbie Mackillop
Independent Financial Adviser
Melissa Charles
Chartered Financial Planner
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First Name and Last Name
Job Description
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Support
Support staff
Our support team are technical, capable and focused on working with you and our advisers to build and deliver solutions.
London
130 Buckingham Palace Road
London
SW1W 9SA
Glasgow
121 West Regent Street
Glasgow
G2 2SD
Aisha Ghaffar
Business Manager
Andrew Orr
Team Leader
Beckie Dewar
Business Manager
Callum Preston
Paraplanner
Chris Easton
Business Manager
Claire Chapple
Executive Assistant to CEO
Danielle O’Connor
Business Manager
Duncan Carter
Paraplanner
Evelyn Neil
Business Manager
Faryal Fatimi
Business Manager
Fergus Galbraith
Business Manager
Gill Ward
Business Manager
Julie Dyer
Paraplanner
Kameron Darar
Business Manager
Liam Steel
Paraplanner
Lindsay Janyckyj
Paraplanner
Lisa Hepburn
Quality Manager
Louise Jessimer
Business Manager
Mia Carlin
Service Manager
Sam Welti
Paraplanner
Steven Cameron
Paraplanner
“They suspend self-interest. I know Advanta are looking out for me, and I trust them implicitly.”