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.
At Advanta Wealth, our team is a harmonious blend of skill and commitment, dedicated to guiding your financial path. Our advisers are at the forefront, passionate and determined to help you realise the life you envision. Supporting them, our technical and capable support staff diligently work to develop and execute effective strategies. Behind the scenes, our management team provides the essential direction, support, and inspiration, ensuring that every team member can excel in their role for your benefit. Together, we are united in our goal to nurture and enhance your financial well-being.
Chartered Financial Planner
Independent Financial Adviser
Client Director (Scotland)
Independent Financial Adviser
Chartered Financial Planner
Independent Financial Adviser
Head of Acquisitions
Chartered Financial Planner
Chief Executive Officer
Chartered Financial Planner
Independent Financial Adviser
Chartered Financial Planner
Independent Financial Adviser
- dmackintosh@theadvantagroup.co.uk
- +44 (0)141 471 9400
- Glasgow, Dundee
Chartered Financial Planner
Independent Financial Adviser
Independent Financial Adviser
Director - Head of Integrations
Chartered Financial Planner
Independent Financial Adviser
- ivalentine@theadvantagroup.co.uk
- +44(0) 20 3668 7480
- Glasgow, London, Bath
Independent Financial Adviser
Chartered Financial Planner
Independent Financial Adviser
Group IT Manager
Acquisitions IT Manager
Chartered Financial Planner
Independent Financial Adviser
Chartered Financial Planner
Independent Financial Adviser
Head of Private Clients (North)
Independent Financial Adviser
Independent Financial Adviser
Independent Financial Adviser
Regional Director (Dundee)
Chartered Financial Planner
“They suspend self-interest. I know Advanta are looking out for me, and I trust them implicitly.”
