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.
Based
16 Shenley Pavilions
Chalkdell Drive
Shenley Wood
Milton Keynes
MK5 6LB
Telephone: 01908 257888
Perspective (South) Ltd, Registered in England and Wales No 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.
Perspective (South) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (South) Ltd is a subsidiary of Perspective Financial Group Ltd.
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Exchange Tower, London, E14 9SR
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