Meet Adam

After working primarily with large corporates down in London, Adam made the move back closer to home and joined us at Warwick Financial Solutions, keen to help individuals rather than just large businesses. Day to day, his role involves speaking with clients, ascertaining their financial aims and objectives and working to help them to help them achieve their goals.

Adam is a Chartered Financial Planner. Chartered status is awarded by the Chartered Insurance Institute and is considered the ‘gold standard’ financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards.

How I like to spend my time outside work

Generally, a nice long walk with my partner and the dogs to a country pub. And any kind of sport but my days of participation are behind me!

The important stuff

Adam is registered with the Financial Conduct Authority (FCA), registration number AXD20225.

The FCA requires that all retail investment advisers in the UK hold a Statement of Professional Standing (SPS). An SPS can only be issued by an FCA appointed accredited body, such as the CII, and confirms that an adviser has adhered to a code of ethical standards, holds the required qualifications for the activities they undertake and has completed appropriate CPD.
You can view Adam’s SPS and qualifications by clicking on the buttons below.

SPS Qualifications Qualifications

Adam in the spotlight

What do you enjoy most about your job?

Seeing people enjoy life more as a result of my work.

Is there a sports team you support?

The mighty Leamington FC

Food heaven and food hell… What are they to you?

Food heaven = Italian.
Food hell = sushi.

Is there anything you’re embarrassingly bad at?

Singing (although that doesn’t stop me trying)

What is the last book you read that you couldn’t put down?

Eddie Hearn: Relentless (I’m a big boxing fan)

What is one show you never, ever miss an episode of?

Peaky Blinders


You make life easy for us to enjoy. We don’t have to worry about our finances as you look after our finances in the same way as you look after your own.

Mr & Mrs K, Stratford


A very big thank you to Adam at Warwick Financial Solutions for continued support on a range of financial matters from financial planning to savings and pension advice.



I was able to relax knowing that the queries and complexities of dealing with providers of my pension were being handled for me.



Everything is clearly explained and nothing is too much trouble for this professional and friendly team.



Richard helped me by explaining my options for retirement. He took time to understand my goals and objectives and helped me plan for the future.

Client, Durham


I am very happy with the personal approach and understanding of my financial requirements by Greg.

Carol Innes


Richard takes the time to understand our objectives, analyse our situation, and explain his findings without being patronising. He is straightforward and highly professional which is why we trust his advice.

John Wibberley

July 2020


I have always found your company and your team to be very informative, helpful and well-organised. Following your suggestion to inform HMRC of the change in my investments, I have just received a cheque from them. I am delighted that I took your advice!

Jenny, January 2023

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