Adam holds ‘Chartered Financial Planner’ status, viewed as the “gold standard” qualification for professional Financial Planners, and is a member of the Chartered Institute for Securities & Investments (CISI).
He has over 25 years of experience within the financial services sector and has a detailed knowledge and understanding of wealth management, retirement planning, estate planning and protection.
Adam is focused on providing advice that enables his clients to make full and effective use of their financial resources to help them achieve and maintain their desired lifestyle throughout their lifetime. Adam adopts a holistic approach to financial planning and, in doing so, considers all aspects of a client’s circumstances and needs to guide his advice. Adam enjoys building long term relationships with his clients.
In his free time, Adam enjoys spending time with his family and friends. He also likes playing and watching sports, and holidays in the sun.
