Adam began his career in financial services in 1998, when he joined the close knit team that later formed Financial Lifestyle Management Ltd. As such he has been part of the FLM journey from outset and is both a consultant of Allard Associates and a director of FLM.
Adam is a keen sports enthusiast. He is an avid scuba diver and enjoys water-skiing, wakeboarding, snowboarding, surfing, sailing, tennis, squash and is a keen social runner. He enjoys all things gastronomic – and is always at the helm of the barbecue at team functions. Adam has a great love of domestic and foreign travel.
Adam works with his clients to provide holistic wealth management and tax planning advice and takes pride in the service that he and his team deliver. With ongoing development in all areas of financial regulation, Adam’s priority is to stay ahead of changes that will affect his clients. This has become particularly relevant of late creating a much greater need for specialised advice as people approach retirement.
FLM Ltd. introduces to St. James's Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority.
Financial Lifestyle Management Ltd. Registered in England No. 4426632.
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