“I wanted someone whom I could work with, to help find a solution that worked for me – in particular, someone who would understand what was important to me, and would create a solution specific to my needs. Adam helped me take control of my finances by helping me understand my spending patterns, what I needed to save to retire, where to invest and what I could save each month. Resulting in the outcome I was hoping for.”
“Adam first approached me in 2014 and since then he has helped me consolidate my corporate pension funds into one, which he has been managing for me. Adam reviews the performance of my fund against my future needs each year. As my trusted financial advisor, he has also helped me with a range of related matters. I highly recommend Adam to anyone who is looking for a financial advisor that they can trust.“
“My wife and I sought Adam’s advice as we embarked upon purchasing our first family home. Adam identified what was important to us as we planned for our future and helped us develop a financial plan providing sound, jargon free financial advice to help us meet our future goals. His customer service was prompt and personal. We have achieved our initial goal of purchasing our dream family home. We are now well on the way to laying the foundations for our retirement savings and Adam has helped us put in place sufficient life and critical care cover to ensure our financial plan and goals are substantially protected if untoward events were to arise.“
“I’m a complete novice in the world of investments and I found Adam to be extremely pleasant to deal with and he allayed my fears. He explained everything in terms I could understand and is very willing to further explain anything I need reassurance with. Nothing is too much trouble and I have full confidence in his management.“
“I took financial advice mostly to get comfort that I was preparing appropriately for retirement. I also wanted help with tax efficiency and to reduce the decision burden on myself. Adam gives rounded advice and checks in on goals etc regularly, for example making sure we get the right balance between saving and enjoying today.“
“I was widowed very suddenly in 2021 and had no idea what to do financially to look after myself and our 2 children. I feel a lot more secure knowing I have a plan in place and Adam was so so patient in guiding me through what was the best long-term plan.“
“Adam has helped me think about the various elements comprising the financial security of myself and my family, from pensions and investments to life insurance. He worked with my wife and I to create a long-term strategy with milestones and goals, which we revisit from time to time and adjust where necessary.“
“Adam has helped shape my finances from a mess into something logical.”
“I was introduced to Adam by a friend in our industry. Convinced that I wouldn’t be a target client for Adam and he would be of minor value to me, I reluctantly agreed to meet. Since then Adam has helped me & my family with a more structured, tailored approach to financial planning and helping us translate our aims into viable short term and long term financial goals. Adam’s guidance in consolidating a clutch of pension arrangements has given us a realistic view of what else we must do to retire comfortably, whilst his advice on tax-efficient investment wrappers to complement our ‘pots’ and give us flexibility, has allowed us to build-in some life-time events into our financial plans. The long-term modelling of financial planning has helped us immensely. He’s extremely personable and very efficient and I recommend him without reservation.”
“We had had Financial Advisers a long time ago, before our children arrived, when we had some money to invest and although the first one was very pleasant and good at his job, the ones we saw after him were not. It didn’t always feel that they were working in our best interests, so after a while we stopped using them. A long time then passed and we were talking finances with our friends and two of them were with Adam and could not speak highly enough of him. So, although we did not think that there was much that he would be able to do for us, considering our circumstances, we contacted Adam. We could not have been more wrong. Firstly, Adam is simply a very nice person to deal with, he is pleasant, engaging and shows a genuine interest in your circumstances, not just financial. After the first meeting, we knew straight away that we wanted him to help us. Adam spent a long time getting all the necessary financial details, covering our history, current situation and our plans. Once all this was in place, Adam was able to provide an incredibly detailed financial outlook, based on these details, which provided an incredible level of confidence around our future plans for both us & our children. As a minimum, once every year, we have reviewed the situation with Adam and made appropriate adjustments to the plan based on any changes in circumstances. Outside of these reviews we have contacted Adam for help & assistance on other matters. Whether this is remortgages, Inheritance Tax questions or anything else, Adam has always given us useful guidance. We have been with Adam for a few years now and we have definitely seen the benefits of his advice, we are pretty sure we would not be on as stable a financial footing as we are now, without Adam. The only regret that we have is that we did not meet Adam earlier than we did.”
“Adam Provided sound information and advice which allowed me to make decisions on the future.”
“Adam’s approach has been to look at what my needs will be when I retire; the income I will need to cover not just the basics but also provide a quality of life. He has then extrapolated that back to create an investment strategy that is tax efficient, diverse and is tailored to the needs of me and my family as a whole. What’s more he has been able to “stress test” the investments to see what will happen to my retirement income if there is any market upheaval in the future. Adam has also helped me look at my more immediate financial needs and how I can help my daughters as they complete their education and begin working life.”
“Adam took the time to get to know and understand us, the things we like to do now and what we would like both my wife and I, and our children’s future to be like. He helped us to build the right portfolio, providing insightful advice where needed. He keeps up to date on our circumstances, makes good recommendations that keep us on track with our plan, and responding as our needs change. We feel we get a very personalised service.”
“Adam has provided me with financial advice for almost a decade now. Adam’s advice has always been tailored to my own needs and ambitions as opposed to offering a one-size-fits-all service. I feel incredibly secure and confident in my financial future having followed his advice from the early stages of my career. I would recommend his services to anyone. In addition to the products and services that Adam has provided to me, I feel that he is a trusted advisor that I can discuss major financial decisions with. He is also able to utilise a wide network of contacts to provide assistance in other related areas, such as mortgage advisors and solicitors.”
“Adam is a conscientious adviser who has helped me work through my financial planning as it has evolved over the years. He has always taken the time to understand my needs and help me make plans for them. His explanations of the different aspects of financial planning and products available have been clear and simple to grasp making it easy to decide on a course of action. He has offered advice to other members of my family who have also found it invaluable. I would not hesitate to recommend Adam to anyone who is looking for financial advice and I have done so on numerous occasions in the past.”
“Adam has helped me enormously in getting the financial plans for me and my family in order. When I started talking to Adam I was completely overwhelmed with the number of options when it came to pension, savings and investments, and I really didn’t know what it was I needed to have in place. He has helped me see the wood for the trees quickly and efficiently and his advice has always been clear and sound. I have already recommended Adam to number of friends and colleagues and I wouldn’t hesitate in doing so to anyone else looking for financial advice and planning.”
“Adam is upfront and honest. His advice is concise and jargon-free. He doesn’t over promise but delivers effectively and efficiently on agreed objectives. Being able to rely on him helps give me peace of mind that my financial affairs are in safe hands.”
“I have worked with Adam for more than four years as my financial advisor. Adam has always been proactive in reaching out to me with regards to account’s reviews and ensuring I have planned sufficiently for my future. He has put me in touch with some very valuable contacts especially with regard to will planning and mortgage advice. I have recommended many of my colleagues to Adam and would not hesitate in recommending him to anyone looking for a reliable and friendly financial advisor.”
