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.
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?
Get in touch
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