Helping deliver client outcomes is at the heart of everything Adam does. Helping clients achieve their dreams is what motivates Adam as a financial adviser, and he takes great pride in the way he has helped so many families over two decades of providing financial advice, and fifteen years running his own practice.
Adam has been driven by having the best knowledge and giving clients the best advice so they can meet their financial goals. The practice is based in the New Forest on the south coast but, through the adoption of video conferencing, the business now helps clients across the entire UK.
Adam is a Chartered Financial Planner, is studying for his MSc in Finance where his area of special interest is Vulnerable Clients. Adam won the ‘Chartered Financial Planner of the Year’ for 2019 in recognition of his technical expertise and ability to formulate simple solutions from complicated problems.
When not working, Adam has been a national sled dog racing champion, loves to dive, play football and tennis. He relaxes by playing sport and restoring his classic Mini. Adam’s dislikes are being in lockdown, being late and letting people down.
New Forest Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products.
I like helping people on:
Pensions - I’m approaching retirement
Pensions – I’m getting started
Pensions – I’m retired
Chartered Financial Planner
My charging model:
Ongoing % fee