Adam has 19 years of wealth management experience managing all aspects of financial planning for his clients. This extensive experience was gained through a variety of different roles with a FTSE 100 Bancassurer in the West End of London. He has undertaken a significant number of qualifications during his career and has recently become a Chartered Financial Planner which is one of the highest external qualifications in the financial planning and wealth management arena. Adam firmly believes that the skills and knowledge attained by becoming a Chartered Financial Planner allows him to operate to the highest standard possible within the industry.
He was invited to join the prestigious St. James's Place Wealth Management in 2012 and looks forward to furthering his career within the Partnership, whilst continuing to develop strong relationships with his clients and deliver outstanding financial planning advice.
Adam has always provided expert financial advice in the past and is hugely personable and is always available to discuss client issues. I have no hesitation in recommending him.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.