ADVANTA WEALTH

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Advanta Solutions is a fast-growing, multi-faceted wealth management and complementary services group. The business is centred around a market leading, customer focused Chartered Financial Planning business, Advanta Wealth, which provides its clients with holistic financial planning services, complemented by mortgage and insurance brokerage facilities within the wider group. Advanta currently employs c.60 people and consistently delivers market leading organic growth rates, with c.40% of revenues each year generated from new business as a result of a highly satisfied customer base and strong service levels. The Business has grown the assets which it manages on behalf of customers from less than £200m only three years ago to almost £500m today.

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ADVANTA WEALTH

Social Links:

Industry:
Consulting Financial Services Professional Services Wealth Management

Founded:
2014-01-01

Address:
London, England, United Kingdom

Country:
United Kingdom

Website Url:
http://www.advantawealth.co.uk

Total Employee:
11+

Status:
Active

Contact:
44 (0)20 3668 7480

Email Addresses:
[email protected]

Total Funding:
0

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Current Employees Featured

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Craig Webster
Craig Webster CEO @ Advanta Wealth
CEO

Investors List

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Beech Tree Private Equity

Beech Tree Private Equity investment in Private Equity Round - Advanta Wealth

Official Site Inspections

http://www.advantawealth.co.uk

  • Host name: 109.228.59.220
  • IP address: 109.228.59.220
  • Location: United Kingdom
  • Latitude: 51.4964
  • Longitude: -0.1224
  • Timezone: Europe/London

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