0330 038 8938
Based in Cockermouth
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: October, 2022
4.9 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: 04 March 2025
Adam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Adam has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 13 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: 11 October 2024
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.
8
Qualifications Uploaded
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 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 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: 04 March 2025
Adam and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Adam has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 13 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: 11 October 2024
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.
8
Qualifications Uploaded
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 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 have worked in financial services for over 5 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings, and investment planning. As an Adviser of a Partner Practice of St. James’s Place Wealth Management based in Cockermouth, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. 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. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. 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 04/02/2025
£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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