0330 038 8938
Based in Bath
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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: 28 March 2025
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
7
Recent Client Reviews
Adam has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 7 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: 14 January 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.
Qualifications Uploaded
Adam has not yet added their qualifications to their profile
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Adam has not yet added their qualifications to their profile
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 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: 28 March 2025
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
7
Recent Client Reviews
Adam has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 7 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: 14 January 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.
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 graduated from the University of the West of England with a degree in biological sciences, before changing direction into Finance. Adam started his financial career at Chase de Vere, before leaving to join Fidelius in 2016. Adam loves to help clients work towards and achieve their financial goals, through personalised holistic financial planning. Adam is based in Bristol with his wife Jess and two young children. On weekends he can often be found following his children around the many parks, soft play areas or zoos around where he lives.
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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