CHARLES GILLESPIE

Adam Harrison

WEALTH PLANNER

Adam has over 36 years experience within the financial services industry. Having started his career in Banking in 1985 his role evolved to that of a fully qualified Financial Planner in 1998.

Adam has worked for a number of UK and Global companies since 1998 which has provided him the opportunity to hone his financial planning skills and experience across a wide range of disciplines. Having achieved the status of Chartered Financial Planner by examination, he is also a Fellow of the Personal Finance Society.

Adam believes that the key to successful client relationships is based upon a mutual trust built over time.

Outside of work Adam enjoys most sports, although mostly just watching these days. He has a season ticket at his home town football club, Lincoln City F C which has been a passion since 1975. Other hobbies include cooking, fishing and still trying to play guitar after 30 odd years of self tuition

  • adam.harrison@kingswood-group.com