Get to know Adam
Adam is a Chartered Financial Planner with over 10 years of experience, specialising in tax planning, inheritance planning, and pensions. He holds the CII Level 6 Advanced Diploma in Financial Planning, a key qualification required to achieve Chartered status. Reaching Chartered status was an important milestone in his career, requiring years of additional study and reflecting his commitment to financial planning.
His goal is to provide clear, jargon-free advice, simplifying complex financial matters to help clients make informed and confident decisions. Adam develops tailored strategies to help clients secure their retirement, optimise tax efficiency, and plan for future generations. He believes strongly in building lasting client relationships based on trust and understanding.
Outside of work, Adam enjoys golf (although he admits his swing still needs plenty of work!), and travelling with his partner, Tamsin.
The Financial Conduct Authority does not regulate tax planning or Inheritance Tax planning advice.
In the spotlight
Hawksmoor
Chartered Financial Planner
Member of Personal Finance Society
Qualifications