Melissa Charles

Spear’s Review 

Client education plays a key part of the service at Advanta Wealth, a boutique wealth management firm that prides itself on a ‘collective team focus’, meaning that, alongside financial planning and investment management, it is able to leverage experience and expertise from other parts of the company, including international mortgages, insurance and risk management.

Melissa Charles, who joined Advanta in 2017 and is based in the firm’s Glasgow office, is sensitive to the realities of her clientele: ‘The landscape of their financial lives is forever changing,’ she says. ‘From the initial creation of wealth, to the welcoming of a child and eventually to retirement, each stage of their life cycle will require careful planning to ensure that their needs can be comfortably met, sustained and protected.’