Adam Palmer (Positive Solutions IFA)
|Last online||25th Mar 2013|
|Member since||4th Jan 2012|
|Number of views||457|
|Number of posts||13|
|Number of testimonials||1|
My name is Adam Palmer and I have been providing clients with bespoke, financial advice for the last 14 years. I believe that I have been successful for a number of reasons. I have been dedicated to giving highly individual advice that is entirely focused on my clients' specific circumstances and needs. By always ensuring I am aware of the ever-changing developments within the financial services industry I have been able to offer the most suitable products combined with tailored advice to my clients.
What my clients expect of me is an objective, professional and efficient service that is delivered with a personal touch. I believe that the key to successful advice is creating a trusting relationship with my clients so that I can provide financial advice that is altogether individual.
If you think that I can help you in any way, I am always happy to talk things through if you have a general query. Initial meetings, face-to-face, at a time and place to suit you, are free of charge, so don’t hesitate to book your first appointment by contacting me using the details below.
I believe that obtaining qualified independent advice is the most responsible way for individuals to look after themselves, their families and their futures.
The role of an Independent Financial Adviser (IFA) is to help individuals to meet those requirements. As an IFA, I have a responsibility to ensure that the advice I give you is up-to-the minute, pertinent and forward-looking. My job is to help you understand your position, and to form and implement a short, medium and long-term strategy, with you, to protect and develop your assets.
As a self-employed IFA, my aim is to offer you a thoroughly professional, highly individual service that puts you in a more advantageous financial position, now and in the future.