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Adam Holt

Adam Holt

Independent Financial Adviser

Kent
Likes9
Rating
Adam Holt
Contributor

Adam Holt

Independent Financial Adviser

Kent
Likes9
Rating

Adam Holt | Financial Planner | Boring Money Advice

About 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

Information

Specialisations

Pension transfers
Retirement planning
Socially responsible investing
Estate planning and Inheritance Tax

Qualifications

Diploma in Regulated Financial Planning

Fee structure

Ongoing % fee