Adam Jolles

Having worked as a financial advisor since 1989 there have been a number of roles: Including, Founder Partner at St. James's Place Partnership (formerly, J. Rothschild Assurance) where I was a wealth manager for more than 10 years. Positive Solutions Ltd., as an Independent Financial Adviser (IFA) and with HL Partnership Ltd (HLP) as a mortgage broker and protection specialist, for UK residents and some international investors. In January 2020 I formed Acacia Mortgage and Insurance Brokers (Acacia-MIB) as an Appointed Representative of Newleaf Distribution Ltd., and focussed on helping individuals buying or refinancing their main residence and helping investors to raise finance for residential Buy-to-Let properties or development finance for projects. As part of the client journey, I provide bespoke advice relating to personal Insurance requirements including buildings & contents insurance. My clients come from a very broad base of professions and backgrounds. I take pride in finding solutions for 'off the beaten track' cases. This is especially apparent when it comes to mortgages for Foreign Nationals, non-UK residents, or professionals on working Visa's where they don't yet have the permanent right to reside in the UK. It is such an amazing privilege and responsibility being able to help my client’s achieve their goals and aspirations. It gives me a great deal of satisfaction. I believe the key to being a good adviser is having a sound level of technical knowledge coupled with the ability to listen and connect with what really matters.