Adam is a fully qualified financial planner who aims to make all aspects of financial planning understandable. He joined the financial service sector in 2006 delivering retail financial advice on behalf of some of the largest product providers. He spent several years working in Europe advising British Expats living in Holland before returning to the UK.
Upon returning to the UK, Adam completed the Level 6 Award in Pension Transfers which qualifies him to advise individuals on options available for safeguarded pension benefits such as final salary pensions. He believes that whatever financial planning services you require, you will get the same high level of professionalism and attention. He wants to help you achieve your financial aspirations and realise dreams by drawing upon his broad range of experience and knowledge in the field.
The Financial Conduct Authority do not regulate Trusts.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Buy to let mortgages are not regulated by the Financial Conduct Authority.
Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments
Home contents insurance
Whole of life and Term Assurance protection
Private medical arrangements
Critical illness insurance
Permanent Health Insurance, aka Income Protection
Mortgage placement and arranging for:
First time buyers
Deals researched and arranged to suit:
Fixed rate deals
Variable and flexible
Capped and or collared