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