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Protecting your assets
Understand how your hard earned assets could be at risk to various risks such as the divorce and bankruptcy of your beneficiaries.Read more >
20 May 2015
Lasting powers of attorney
Your bank accounts could be frozen in the event of an accident or long term illness. Your family could be left in extreme hardship regardles...Read more >
18 May 2015
Creditors and bankruptcy
Understand how you can shelter your assets from your beneficiaries creditors.Read more >
12 May 2015
Adam works as a Paraplanner and joins the team having worked within the financial services industry for 14 years, in a variety of roles.
His day to day roleincludes conducting in depth pre-advice fund and product research, the analysis of information for annual reviews, and the creation of investment proposals for clients.
In 2002 Adam started working at a Mortgage & Protection advisers for 7 years before moving to a firm specialising in Pensions & Investments. Having worked there for two years, Adam left to further his career by working as a research analyst at Capita Financial Software, managing the exchange of investment performance data for a number of their partners along with financial strength data from the ratings agencies.
Adam completed the Diploma in Regulated Financial Planning in 2015 and is currently studying towards becoming Chartered.
Outside of work Adam is married and has two young children and enjoys football, martial arts, and days out with friends & family.
To contact Adam, email: email@example.com