0330 038 8940
Based in Brentwood
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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: 20 May 2025
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
1
Recent Client Reviews
Adam has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 1 client review in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 20 May 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
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Adam has not yet added their qualifications to their profile
Transparent Fees
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Adam has not yet added their fees to their profile
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: 20 May 2025
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
1
Recent Client Reviews
Adam has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 1 client review in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 20 May 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Adam has not yet added their qualifications to their profile
Qualifications not yet added
Adam has not yet added their qualifications to their profile
Transparent Fees
Adam has not yet added their fees to their profile
Fees not yet added
Adam has not yet added their fees to their profile
Adam is a Chartered Financial Planner within Aviva Financial Advice based just outside of London in Shenfield, Essex. Adam has a strong passion to help clients achieve their financial goals and have peace of mind in retirement. Prior to joining Aviva/Succession, Adam has worked with High-Net-Worth Clients within City Law Firms and Accountancy Practices within the City of London. Adam currently advises Aviva Financial Advice clients. Aviva Financial Advice is a trading style of Succession Financial Management Limited. I live in Shenfield, Essex and spend most of my spare time outside of work with my young kids. I am a keen sportsman and used to play tennis and squash at quite a high level. I also love to watch my boyhood team West Ham Utd and all big sporting events when I get the chance.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Adam's clients
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Adviser Disclaimer
Aviva Financial Advice is a trading style of Succession Financial Management Limited (“Succession”), which is part of the Aviva group of companies and is authorised and regulated by the Financial Conduct Authority. Succession Financial Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 225831. Succession Financial Management Limited is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL: Registered Number: 04454027.