0330 038 8940
Based in Exmouth
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: September, 2024
4.8 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: 25 March 2025
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
30
Recent Client Reviews
Adam has received 30 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 30 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: 10 March 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.
14
Qualifications Uploaded
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
14 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Adam has provided information on their typical fees
Adam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
28
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Adam (based on 28 first impressions)
100% of users who are not yet clients had a positive first experience with Adam
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Adam (based on 28 first impressions)
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: 25 March 2025
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
30
Recent Client Reviews
Adam has received 30 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 30 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: 10 March 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.
14
Qualifications Uploaded
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
14 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Adam has provided information on their typical fees
Adam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
28
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Adam (based on 28 first impressions)
100% of users who are not yet clients had a positive first experience with Adam
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Adam (based on 28 first impressions)
I am a Certified Financial Planner professional, employed at William Highbourne Wealth Management, an Independent Directly-Authorised firm in Exmouth, Devon. I believe that looking after someone else's money and helping them make better decisions is a privilege, one that I do not take lightly. At William Highbourne we are committed to making your money work for you. As a Chartered Member of the Chartered Institute of Securities and Investments, as well as a Qualified Member of the Personal Finance Society (PFS) and the London Institute of Banking & Finance (LIBF), with previous experience in Pension Administration and Customer Service, I am well-placed to give personal advice in an understandable format to help people achieve their financial and life goals. I have recently been selected as a member of the PFS POWER Financial Planning Panel, and I am also pleased to sit on the local Committees for Exeter and North Devon PFS and Westcountry CISI. I am also available to give in-person talks at schools to 14-16 year olds via the PFS My Personal Finance Skills initiative. I live in Exeter with my two young children and partner, I thoroughly enjoy being a father with all the trials and tribulations that come with it, as well as playing some cricket, squash and basketball when I have the chance.
Offers available through VouchedFor
Contact Adam through VouchedFor and your initial 30 minute 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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
The value of investments, and the income from them, can go down as well as up; you may not recover the amount of your original investment. When an investment involves exposure to a foreign currency, changes in rates of exchange may cause the value of the investment, and the income from it, to go up and down. Past performance is not a reliable indicator of future results and forecasts are not a reliable indicator of future performance. Tax treatment depends on an investor’s individual circumstances, and it may be subject to change. William Highbourne is authorised by the Financial Conduct Authority FRN 917125