ADAM JONES

ADAM JONES

CHARTERED FINANCIAL PLANNER

DIRECTOR & SENIOR ADVISER

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.

Adam has over 16 years' experience in tax planning and wealth management. He provides clear, concise, expert advice to individuals and companies.

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.

Floors 2 & 3,

Basildon House,

7 Moorgate, 

London,

EC2R 6AF 

020 7710 3402

customerservice@flmltd.com

© 2019 FLM Ltd. 

FLM is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The title 'Partner Practice' is the marketing term used to describe St. James's Place representatives. FLM Wealth Management is a trading name of Financial Lifestyle Management Ltd.