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
Carolyne Russell,
Client Director
Chris Feeney,
Head of Compliance and Specialist Advice
Chris Hughes,
Chartered Financial Planner
Chris Sullivan,
Chartered Financial Planner
Craig Webster,
CEO
Gillian Piggot,
Head of Private Clients, London
Greg Seath,
Head of Policy
James McLair,
Business Partnership Director
Johnny Morton,
Finance Controller
Kevin D’Arcy,
Head of Group Operations
Lisa Hepburn,
Compliance Manager
Mark Pearson,
Chief Commercial Officer
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
Alex Watson,
Independent Financial Adviser
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
Daniel Wright,
Independent Financial Adviser
David Mackintosh,
Chartered Financial Planner
David Waters,
Independent Mortgage Broker
Duncan Carter,
Independent Financial Adviser
Elliott Allen,
Independent Financial Adviser
Frazer Mackay,
Independent Mortgage Broker
George Bray,
Independent Financial Adviser
Gillian Piggot,
Chartered Financial Planner
Iain Valentine,
Independent Financial Adviser
James McLair,
Independent Financial Adviser
Janice Dallas,
Independent Financial Adviser
Jonathan Whitaker,
Independent Financial Adviser
Marco Chabbi,
Chartered Financial Planner
Matt Strickland,
Chartered Financial Planner
Matthew Young,
Certified Financial Planner
Melissa Charles,
Independent Financial Adviser
Nathan Pitt-Stevens,
Chartered Financial Planner
Peter Colechin,
Chartered Financial Planner
Steven Cameron,
Independent Financial Adviser
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
Alex Watson,
Paraplanner
Alison McLaren,
Business Manager
Beckie Dewar,
Business Manager
Callum Preston,
Paraplanner
Caroline Gow,
Paraplanner
Carys Hopkins,
Business Manager
Chloe Welsh,
Business Manager
Chris Easton,
Business Manager
Claire Chapple,
Executive Assistant to CEO
Danielle O’Connor,
Business Manager
Denise McIlhoney,
Pensions Technical Manager
Derek Smith,
Training and Competence Manager
Duncan Carter,
Paraplanner
Edd Wynne,
Business Manager
Eleanor Mclaughlan,
Technical Paraplanner
Elliott Allen,
Paraplanner
Evelyn Neil,
Business Manager
Faryal Fatimi,
Business Manager
Fergus Galbraith,
Business Manager
Gill Ward,
Business Manager
Josh Fynn,
Trainee Paraplanner
Kameron Darar,
Business Manager
Liam Steel,
Paraplanner
Lindsay Janyckyj,
Paraplanner
Louise Jessimer,
Business Manager
Mia Carlin,
Service Manager
Nichola Murray,
Paraplanner
Paul Baldi,
Quality Manager
Ross Saunders,
Business Manager
Sophia Christopher,
Business Manager
Stacey Russell,
Paraplanner
Teddy Fisher,
Paraplanner
“They suspend self-interest. I know Advanta are looking out for me, and I trust them implicitly.”
