Chartered Financial Planner.
Having joined us in April 2024, Adam brings over 15 years of experience as a Financial Planner. Providing advice to individuals and smaller businesses in all areas of financial planning, Adam achieved Chartered Status in 2023.
The client facing aspect of Financial Planning is what Adam enjoys most, putting client goals at the centre of any advice. His personable manner and strong communication skills enable him to build robust long-term relationships, helping clients to achieve their financial goals.
In his spare time, Adam enjoys spending time with his family and friends, being a member of his local Church and keeping fit. Adam is currently working towards his black belt in Taekwondo!
