0330 038 8942
Based in Portishead
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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: 24 April 2025
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
4
Recent Client Reviews
Adam has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 4 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: 10 May 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.
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 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: 24 April 2025
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
4
Recent Client Reviews
Adam has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 4 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: 10 May 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.
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 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
As a Senior Financial Planner at abrdn, I am deeply committed to helping clients achieve their financial goals and objectives. I collaborate with clients to create robust financial plans tailored to their unique circumstances, and provide expert guidance on wealth management, investment strategies and legacy planning. I invest time in truly understanding my clients — delving into their aspirations, existing provisions, and life goals. This personalised approach ensures that their wealth aligns with their desired lifestyle. My focus is on lifetime planning — making a tangible impact not only in the present but also for the future. Whether it’s a young professional building wealth or a retiree passing on assets to family members, I’m here to guide them toward their ultimate objectives. Outside work, I enjoy spending time with my family, playing golf, cycling, and cooking.
£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
Aberdeen Financial Planning & Advice Ltd is authorised and regulated by the Financial Conduct Authority in the United Kingdom Registered in England (01447544) at 280 Bishopsgate, London, EC2M4AG