Senior Partner Practice of St. James's Place Wealth Management
Adam has been a Financial Adviser for 30 years, for the last 18 years he has been part of the St. James's Place Partnership.
In May 2019 Adam chose to become part of the Navigation Wealth Management team by merging his own successful Practice with Navigation, this merger allowed Adam to spend more time doing the job he enjoys most, spending time with clients focusing on their needs.
Adam is a strong believer in listening to his clients concerns and understanding their objectives, always being there for them when they need him and talking matters through in a straight forward and confidential manner.
Adam provides bespoke financial planning to business owners, individuals and specialist advice to clients in the divorce and pension sharing sector.
Due to the service that Adam provides his clients he has, in recent times found himself advising family members of his clients more frequently, discussing inter-generational financial planning solutions to build and protect accumulated wealth for years to come.
Away from work Adam likes to spend his personal time with family, friends and shows an interest to almost anything related to cars.
The 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 www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Navigation Wealth Management Ltd is registered in England and Wales, Number 04654894. Registered Office: The Exchange, Haslucks Green Road Shirley, Solihull, West Midlands, B90 2EL.