Meet Adam

Chartered Senior Financial Planner

Adam has over two decades experience in tax planning and wealth management. He provides clear, concise, expert advice to individuals and companies. Adam works with his clients to provide holistic wealth management and tax planning advice and takes pride in the service that he and his team deliver.

With ongoing development in all areas of financial regulation, Adam’s priority is to stay ahead of changes that will affect his clients. This has become particularly relevant of late creating a much greater need for specialised advice as people approach retirement.

Adam is a keen sports enthusiast. He is an avid scuba diver and enjoys water-skiing, wakeboarding, snowboarding, surfing, sailing, tennis, squash and is a keen social runner. He enjoys all things gastronomic – and is always at the helm of the barbecue at team functions.

 

What Adam's clients say...

Friendly and excellent advice throughout. Prepared to explain and answer all questions clearly. I genuinely feel I can trust Adam.

Ian Johnson

Adam is one of those people who can help you see the wood for the trees when it comes to finance. He has always been there for us and helped us with more than just our investments but become a trusted partner who allows us see the bigger picture and has got us through the tricky times.

Mark Orbine

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