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.

Chartered Financial Planners
Spears Awards 2019

“They suspend self-interest. I know Advanta are looking out for me, and I trust them implicitly.”

Brian Williamson, Group Chairman, 4ICG