Adam Carr

B.A. M.A. DipFA, AwPETR Financial Planning Consultant
Whitley Bay Tyne and Wear

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 value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

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.

Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments

Portfolio planning
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds

Personal Pensions
Company schemes
Consolidation plans

General Insurance
Home contents insurance
Buildings insurance

Life cover
Whole of life and Term Assurance protection

Private medical arrangements
Critical illness insurance

Permanent Health Insurance, aka Income Protection
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