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.

Alex Watson APFS

Chartered Financial Planner
Independent Financial Adviser

Carolyne Russell Client Director.

Client Director (Scotland)
Independent Financial Adviser

Charles-Rollo

Independent Financial Adviser

Chris Hughes - Chartered Financial Planner​

Chartered Financial Planner
Independent Financial Adviser

Chris Sullivan - Chartered Financial Planner

Head of Acquisitions
Chartered Financial Planner

Craig Webster CEO & Chartered Financial Planner, CEO

Chief Executive Officer
Chartered Financial Planner

David Mackintosh - Independent Financial Adviser

Chartered Financial Planner
Independent Financial Adviser

Duncan Carter - Independent Financial Adviser

Chartered Financial Planner
Independent Financial Adviser

Gillian-Piggot - Head of Private Clients, London

Director - Head of Integrations
Chartered Financial Planner

Iain Valentine - Independent Financial Adviser

Independent Financial Adviser

Marco Chabbi - Independent Financial Adviser

Chartered Financial Planner
Independent Financial Adviser

Mark Rocks IT Manager

Group IT Manager
Acquisitions IT Manager

Matt Strickland - Chartered Financial Planner

Chartered Financial Planner
Independent Financial Adviser

Matthew Young MCSI

Chartered Financial Planner
Independent Financial Adviser

Melissa Charles Independent Financial Adviser

Head of Private Clients (North)
Independent Financial Adviser

Nathan Pitt-Stevens APFS

Chartered Financial Planner
Independent Financial Adviser

Susan Bennett APFS

Chartered Financial Planner
Regional Director (Dundee)

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

Chartered Financial Planners
Chartered Financial Planners

get the inside scoop on todays Wealth News

Get your free guide now!