0330 038 8939
Based in Oxford
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: February, 2023
4.6 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: 16 March 2025
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
26
Recent Client Reviews
Adam has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 26 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 February 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.
5
Qualifications Uploaded
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 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
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: 16 March 2025
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
26
Recent Client Reviews
Adam has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 26 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 February 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.
5
Qualifications Uploaded
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 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
My goal is to provide straightforward financial advice, cutting out the jargon and making the process as simple and as straightforward as possible for my clients. I’m an Independent and Chartered Financial Adviser with over 10 years of experience, specialising in helping individuals navigate complex areas of tax planning, inheritance planning, and pensions. A key milestone in my career was achieving Chartered status, which involved years of additional study on top of my initial qualifications. This qualification is highly regarded in the profession and underscores my commitment to providing top-tier financial advice. I pride myself on developing tailored strategies that allow my clients to achieve their financial goals. Whether it’s securing a comfortable retirement income, optimising tax efficiency, or planning for future generations, I work alongside my clients to ensure their financial security and peace of mind. Outside of work, I enjoy playing golf (though I’m still working on my swing!) and spending time with my partner, Tamsin. We love travelling and exploring new destinations around the world. I believe in building strong, lasting relationships with my clients, and I’m always here to help you make informed, confident decisions about your financial future. With a keen eye for problem-solving, I really enjoy analysing and solving complex needs for my clients. Get in touch! I offer a free initial consultation to explore how I can help you your meet your goals and objectives. Important notes: Investments - The value of units can fall as well as rise, and you may not get back all of your original investment. Past performance is not a guide to future performance, nor a reliable indicator of future results or performance. Advice on Tax Planning is not regulated by the Financial Conduct Authority.
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
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
Investments - The value of units can fall as well as rise, and you may not get back all of your original investment. Past performance is not a guide to future performance, nor a reliable indicator of future results or performance. Advice on Tax Planning is not regulated by the Financial Conduct Authority.