Adam has had a successful career within the financial services sector, having previously worked with Lloyds Bank and Legal and General as a Financial Adviser.
He is committed to providing both his private and corporate clients with expert advice on a wide range of wealth management issues and seek to provide a personal and bespoke service that is tailored to the specific needs of each client.
He constantly strives to build on his technical knowledge and is proud to have achieved Fellow status, which shows his commitment to ethical practice based around his clients needs, which enables him to provide competent and knowledgeable advice of the highest quality.
He and his wife, Lucy, are kept busy with their two children, they enjoy time together as a family and with their network of friends.
Click on the accreditations for more information
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.