0330 038 8940
Based in York
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: January, 2022
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: 19 May 2025
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
9
Recent Client Reviews
Adam has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 9 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: 07 May 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.
3
Qualifications Uploaded
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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
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: 19 May 2025
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
9
Recent Client Reviews
Adam has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 9 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: 07 May 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.
3
Qualifications Uploaded
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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'm a Chartered Financial Planner and a Fellow member of the Personal Finance Society. Fellowship is regarded as the highest level of achievement for those working in the financial planning profession. I have worked for PenLife since 2012. Established in 1984, we are a firm of Independent and Chartered Financial Planners providing no-nonsense financial planning to people across Yorkshire and beyond. I can offer full independent advice and I can assist with every aspect of financial planning, including Retirement Planning, Investment Planning and Inheritance Tax Planning. I pride myself on providing holistic financial advice, to deliver the best outcomes to achieve your goals, and a better quality of life, and look to provide the best possible client service and communication to make you feel as comfortable as possible. Please feel free to contact me for a free initial consultation. When I'm not at work, you'll find me doing some form of sport. I'm a keen rugby player, having played the game at professional level, but I'm now taking it slightly steadier by playing at amateur level with Heworth ARLFC. I also play golf, which is a lot harder than it looks!
Offers available through VouchedFor
Contact Adam through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
I'm positive that I can help you reach your financial and life goals. If you are not happy with the service provided, we offer a money back guarantee within the first 12 months with the first appointment free.