0330 038 8941
Based in Bewdley
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2021
5 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
Last checked: 08 March 2025
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
10
Recent Client Reviews
Adam has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Adam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Adam has provided information on their typical fees
Adam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
31
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Adam (based on 31 first impressions)
100% of users who are not yet clients had a positive first experience with Adam
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Adam (based on 31 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
Last checked: 08 March 2025
Adam is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Adam's status
10
Recent Client Reviews
Adam has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Adam has received 10 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Adam has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Adam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Adam has provided information on their typical fees
Adam has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
31
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Adam (based on 31 first impressions)
100% of users who are not yet clients had a positive first experience with Adam
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Adam (based on 31 first impressions)
Adam is committed to providing high quality advice that is tailored to your needs. He holds the relevant qualifications to provide regulated advice on: Pensions, Investments, Protection, Mortgages, Inheritance Tax planning and Equity Release. Following a 16 year career in the British Army, Adam quickly established a strong reputation for building excellent relationships with his clients. It is his ability to listen to a client’s needs and objectives and then select the most appropriate products and services from the entire market, that ensures that the best possible outcome is achieved. Adam through effective use of technology is able to provide a comprehensive remote offering to his clients, without reducing his level of service. Adam has continued to increase his breadth and depth of knowledge by exceeding the annual requirements for continuous professional development (CPD) and adding further financial qualifications. In early 2024, he completed the Level 6 Diploma in Financial Advice, achieving Chartered Associate status with the London Institute of Banking and Finance. With over 25 years until Adam plans to retire, there is an opportunity to build a long lasting relationship. So whether you are a first time buyer, saving for the future, managing your post retirement income or planning your legacy, Adam can help you now, and as your priorities change. Outside of the office, Adam is kept busy by his family, but when time allows he enjoys running, cycling and scuba diving.
Offers available through VouchedFor
Contact Adam through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Adam's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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