0330 038 8940
Based in Attenborough
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2025
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
Last checked: 27 December 2025
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
18
Recent Client Reviews
Adam has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 25 November 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
7
Qualifications Uploaded
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
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Adam has not yet added their fees to their profile
I provide financial planning support to individuals, families, and businesses - helping them to make confident, informed decisions across all areas of their finances. From retirement and investment planning to tax strategies and business protection, I build practical, tailored solutions that evolve with your goals. I have particular experience working business owners across a range of industries, including healthcare, who want to protect their income, grow their wealth, and plan effectively for the future. Whether you are unsure if your pension is on track, want to extract value from your business, or simply need clarity on your options, I can help bring everything into focus. If you are looking for advice that is built around your lifestyle, ambitions, and future plans, I would be pleased to support you.