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Adam Jerreat

Financial Planner

Adam joined Perspective (South) Ltd in June 2023 as a Financial Planner

Adam joined the financial services sector in 1983 and has been an financial planner for over 30 years. Prior to advising he had roles as an administrator and tech support.

Within his role Adam supports his clients and helps them attain their financial objectives, he enjoys building lasting relationships with his clients.

Outside of work Adam is a keen golfer which is a hobby he enjoys with his partner.

 

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Based

Milton Keynes Office

16 Shenley Pavilions
Chalkdell Drive
Shenley Wood
Milton Keynes
MK5 6LB

Telephone: 01908 257888