Client Login

Our Journey.

Get a feel for the timeline of development at Advanta Solutions.

Nov 2017
Incorporated
Advanta Solutions is born.
Feb 20
Acquisition
One Risk Joins Group
Feb 20
Investment
Beechtree Private Equitity Investment
Feb 20
C-Suite
Ali Emamy Joins as Chief Financial Officer
Feb 20
C-Suite
Mark Pearson joins as Chief Commercial Officer
Feb 20
C-Suite
Mark Cliff joins as Chairman
Feb 20
Acquisition
Templeton Burn Wealth Management Acquired
Feb 20
Acquisition
SMG Acquired
Feb 20
Acquisition
Anne Belingham Clients Join Advanta Wealth
Feb 20
Acquisition
M & I Acquired
Feb 20
DFM
Advanta Invest is appointed as DFM for group
Feb 20
Acquisition
Genesis FP Acquired
Feb 20
Acquisition
Kevin & Nigel
Nov 23
Funds Under Management
Group Manage £1Billion AUM
Nov 23
Senior Managemebt
Gillian Piggot: Integrations Director
Nov 23
Senior Managemebt
Chris Sullivan: Acquisitions Director
Nov 23
Office Locations
Dundee Office Opened
Nov 23
Senior Managemebt
Greg Seath: Head of Compliance & Risk
Jul 24
Acquisition
Penny Ruddy & Winter
Nov 23
Office Locations
City of London Office Openend
Feb 20
C-Suite
Jade joins as Chief Revenue Officer

Advanta Group

Site Map

Our Offices

Head Office

130 Buckingham Palace Road, 
London, SW1W 9SA 
+44 (0)345 034 0209

Glasgow

121 West Regent Street,
Glasgow, G2 2SD 
+44 (0)345 034 0209

hello@advantasolutions.co.uk

3 Princes Building
George Street
Bath
BANES
BA1 2ED

+44 (0) 345 034 0209

Aston Court
Pynes Hill
Exeter
Devon
EX2 5AZ

+44 (0) 345 034 0209

Becket House
2nd Floor Mezzanine
36-37 Old Jewry
London
EC2R 8DD

+44 (0)345 034 0209

Prospect House,
Dundee Technology Park,
Dundee, DD2 1TY

+44 (0) 345 034 0209

Links

© Advanta Solutions 2025.
Advanta Solutions Ltd incorporates Advanta Wealth Ltd, Advanta Mortgages, Advanta Risk Ltd, Advanta Foundation, City Financial Planning, Genesis Financial Planning Ltd, Penny Ruddy & Winter,.
Company registration no:  11051402. Registered Office: Ailsa Court, 121 West Regent Street, Glasgow, G2 2SD.130 Buckingham Palace Road, Belgravia, London, SW1W 9SA.

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