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.
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.
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.
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.
|Last online||30th Oct 2018|
|Member since||20th May 2015|
|Number of testimonials||1|