About Adam
I graduated with a BA Hons in Economics from the University of Durham and later earned an MA in Art Business from the University of Manchester. I've been working in financial services since 2010, with experience working with a diverse range of clients in both London and Scotland. This includes high net worth individuals, business owners, families, and trustees.
I work as a Wealth Planner at Adam & Company, a part of Canaccord Wealth, where I provide comprehensive advice on various financial planning aspects, such as investments, pensions, inheritance tax, and protection. I take great care in tailoring my services to meet the needs of each client and aim to build long-lasting relationships based on trust and transparency.
As a Certified Financial Planner, Chartered Wealth Manager, and Chartered Member of the Chartered Institute for Securities & Investment, I bring valuable experience to my role as a Wealth Planner and use these skills and knowledge to help clients achieve their financial objectives.