What I Offer…

As representatives of St. James's Place Wealth Management, our service includes the provision of advice covering the areas of protection, investment planning, retirement strategies and Inheritance Tax planning.

After graduating from UEA (Norwich) University in 1998, I moved into financial services gaining a wealth of experience. From early 2003 I moved into offering financial advice where I worked for two large corporate companies before deciding to start my own business with St. James's Place.

Based in Maidstone, I provide wealth management advice to clients both within Kent, and more widely throughout the South East of England.

Why I’m good at what I do…

With over 35 years worth of combined experience and working as a Chartered Practice we see our approach as one of problem-solving for the client - rather than product-selling. As a result, our clients can expect to receive the most comprehensive and appropriate advice at all times.

Things I like…

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. I am a chartered financial planner and this, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.

Outside of my business, I am a keen runner and attend a number of the local running community events. In addition to this I have my own family and a strong network of friends in the local area.

I coach children’s football at Vinters Football Club and Charity is also important to me and I regularly give and participate in fundraising and community events.

Member Testimonials

  • Adam has been pivotal in allowing us to finance the set-up of mine and my wife's businesses. He has maximised the potential of our pension funds, and prevented us from liquidating too much capital from our savings. Thanks Adam, we could not have done it without you! Frank Chambers Inhalytic Ltd
  • Adam has been great in not only explaining pensions to a 6yr old like me :) but he is also very approachable and I would recommend Adam and his team to one and all.

What I do

  • Financial Adviser / Wealth Management
  • Pension / Retirement Planning
  • Investment Planning
  • Inheritance Tax Planning
  • Life Protection
  • Critical Illness and Income Protection

My Stats

Last online 9th Dec 2019
Member since 20th May 2015
Number of testimonials 1
Meetings attended 222
4N ranking 208 in the UK

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