0141 376 0116
Based in Glasgow
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2024
5 out of 5
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FCA Regulated
Adam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 17 June 2025
Adam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Adam has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 10 client reviews 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.
2
Qualifications Uploaded
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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
Adam has not yet added their fees to their profile
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Adam has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Adam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 17 June 2025
Adam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Adam has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 10 client reviews 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.
2
Qualifications Uploaded
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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
Adam has not yet added their fees to their profile
Fees not yet added
Adam has not yet added their fees to their profile
I run a Financial Planning firm called Cove Wealth Management. We pride ourselves on face-to-face personalised advice to individuals, families and business owners. I help all of my clients shift from feeling financially overwhelmed to feeling confident and in control. Our main focus is goals-based planning, and we recognise that everyone has unique goals and aspirations. With thoughtful Financial Planning, we can make these goals a reality. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings, and investment planning. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice 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. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£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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