Adam Holt

I’m an Independent Financial Adviser who splits time between my office in London and working from home in Kent. After achieving a first-class honours degree in Economics and working in London real estate for a time, I discovered the wonders of financial planning and haven’t looked back since!

I enjoy helping people set and achieve their financial goals by using a holistic approach to get a better understanding of their overall position. I work with both business owners and individuals, whether they are at the start of their financial journey, approaching retirement or are already retired. I am a keen user of cashflow modelling, which helps to demonstrate complex planning outcomes and to illustrate answers to those difficult ‘what if?’ questions.

I believe that you don't need to sacrifice profit to invest in a socially responsible manner and provide my clients with a variety of investment solutions tailored to their needs; whether they can be met by a traditional 'active' approach, cheaper 'passive' strategies or through ethical ‘ESG’ solutions.

Outside of financial planning most of my spare time is taken up by entertaining a busy toddler who is keen on watching Peppa Pig and Baby Shark on repeat.

Likes

Travelling

Hiking

Fine Dining

Dislikes

Winter

Mushrooms

Commuting