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

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

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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

2020

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We have used Warwick Financial Solutions for many years, and have always been very happy, and felt secure, within the advice given.

Alison F, Pershore

August 2020

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Warwick Financial Services have managed and advised all aspects of my financial life for almost 15 years. Over the 15 years they have consistently given high quality advice in a clear and friendly way.

Simon

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Our personal circumstances are always taken into account in fine detail, and explanations are always clear, and given with great patience!

Alison F, Pershore

August 2020

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Gary has been incredibly helpful and reassuring throughout the entire process. We cannot fault the service we received. He was always just on the other end of the email or the phone.

Client

July 2020

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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.

Client

October 2020

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

Client

October 2020

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During the challenging times of Covid-19, the high standards I have come to expect did not falter and I was impressed, although not surprised, with how the company adapted so quickly and so well.

Client

October 2020

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

Client

October 2020

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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

December 2016

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Gary has been incredibly helpful and reassuring throughout the entire process, and we cannot fault the service we received. He was always just on the other end of the email or the phone and always replies very promptly no matter how small/large the questions.

Natalie

July 2020

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

Carol Innes

July 2020

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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

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