New Board Appointees

Advanta Solutions is pleased to announce the appointments of Mark Pearson as Chief Commercial Officer and Mark Cliff as Chairman. Both appointments will sit on the Group Board to support the Group in achieving its continued high levels of growth and customer service.

Fast growing and providing customers with a multi-disciplined wealth management proposition centred around Chartered Financial Planners, Advanta continues to achieve substantial growth, with market leading levels of new business won each year through a highly satisfied customer base.

The rate of growth seen by Advanta over the course of the year has been further strengthened by the acquisition of Templetonburn Wealth Management, with several further acquisitions in the imminent pipeline.

Mark Pearson has previously held several senior Board positions within the financial planning profession, most recently being main Board director at Origen responsible for business development, marketing and client liaison. With more than 30 years’ experience in similar roles and as a member of working groups creating Codes of Conduct and best practice, including the Pension Transfer Gold Standard, Mark has been recruited to lead Advanta’s sales and marketing function in a period of accelerated organic and acquisitive growth.

Mark will simultaneously be responsible for the Group’s organic business development strategy and leadership development programme, whilst also playing a critical role with regard to the integration of new advisers into the business, through recruitment and acquisition.

Craig Webster, CEO of Advanta, said: “Mark has a proven track record within our profession, his wealth of experience and knowledge in the sector will be a vital asset to our business at this exciting time.

Mark Pearson, Chief Commercial Officer at Advanta, said: ‘‘I am delighted to join Advanta and am looking forward to working with a team of highly qualified chartered advisers. Advanta has an enviable track record of customer service – we will strive to continually improve this further whilst the business continues to grow.

Mark Cliff has a broad portfolio of NED roles, including Avid, an MGA to the insurance industry and also in Beech Tree Private Equity’s portfolio of investments. He was previously Chief Executive of retail and distribution at Ageas Insurance Ltd, where he was responsible for all Ageas UK’s broker distribution and affinity relationships, as well as Ageas’s Kwik-Fit Financial Services, Ageas Insurance Solutions, RIAS and Castle Cover.

Webster commented on Cliff’s appointment: “Mark has an abundance of experience in running and managing large businesses during his distinguished career. This experience and insight will be invaluable as we continue to scale our team and infrastructure to achieve our growth ambitions, whilst continuing to provide our customers with the best-in-class service they have come to expect from Advanta”.

“At Advanta Wealth, our clients expect and deserve to be dealing with highly qualified, technical advisers. Chartered status is the gold standard for financial planning firms. It is this commitment to the highest standards of knowledge and professionalism which has enabled us to build enduring, successful partnerships with our clients”​

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