Get to know Adam
Adam is an independent financial planner who has worked in the profession since 1997 and holds both the DipCII and CeMAP qualifications.
Within his role at Argentis, Adam helps clients plan with foresight rather than regret with hindsight, supporting them in enhancing and protecting their lifestyles both now and in the future. He provides a full financial assessment, including reviewing income, expenditure, debts, tax-efficient investments, pensions, and personal protection. This forms the basis for discussing realistic goals and objectives, alongside creating a personalised plan to help clients achieve them.
Outside of work, Adam is married with two daughters, one of whom has recently purchased her first property. Alongside practising his DIY skills, he enjoys dog walking and spending time away with his wife, Jane.
Tax planning advice is not regulated by the Financial Conduct Authority.
In the spotlight
Hawksmoor
Certified Financial Planner
Member of Personal Finance Society
Qualifications