0330 038 8938
Based in Pyrford
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FCA Regulated
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
17
Recent Client Reviews
Verified reviews: 100%
Adam has received 17 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 09 March 2025
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.
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Checks carried out by VouchedFor
FCA Regulated
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
17
Recent Client Reviews
Verified reviews: 100%
Adam has received 17 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 09 March 2025
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
Qualifications not yet added
Adam has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
Adam has not yet added their fees to their profile
I provide expert financial planning to busy and successful individuals to help them mitigate tax, accumulate wealth and protect against risk. I thrive on understanding my clients as people first and foremost, to understand their motivations and provide tailored advice to ensure they achieve their goals. I focus on developing long term relationships, built on a strong foundation of integrity & trust, and take enormous pride in delivering a service that is professional, efficient & accessible at all times. With over 17 years’ experience working within Financial Services & Banking, and being a father-of-three myself, I fully appreciate the demands on my clients’ time. 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. 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 xx/xx/xxxx
£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).
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