Adam is a Chartered Financial Planner and Fellow of the Personal Finance Society with over 20+ years’ experience within Financial Services, 15 of which advising clients, providing tailored, holistic, financial planning.

Adam is highly committed to building and developing long-term client relationships, providing peace of mind and positive outcomes to clients, within a fully compliant framework.

When not in the office, Adam is most likely to be on the golf course, or at a premier league football ground.