Adam joined the Financial Services profession in 2003 after graduating with a 2:1 honours degree in Financial Services from Northumbria University. He gained valuable experience with a number of back office roles including investment and technical research, before starting his advisory career in 2009.
Adam holds the Chartered Financial Planner status and takes a particular interest in the investment and pensions environment.
Adam is a keen football fan and enjoys the occasional round of golf. He is married to Emma and has a daughter Chloe (7) who takes up most of his spare time!
BA (Hons) Financial Services
Advanced Diploma in Financial Planning
Chartered Financial Planner
CF2, Investment & Risk
CF6, Mortgage Advice
CF9, Pension Simplification
J04, Pension Funding
J06, Investment Principles
G10, Taxation & Trusts
R01, Financial Services, Regulation and Ethics
R08, Pensions Update
AF3, Pension Planning
AF5, Financial Planning Process