Adam has been working with businesses and individuals to meet their long term financial needs since 2002.
Previously employed as a Financial Adviser and Stockbroker with the firm Edward Jones, Adam accepted the invitation to join St. James’s Place Wealth Management in early 2010.
From his Leeds based office at Chancellor Court, The Calls, Adam works with a number of specialists to ensure his clients benefit from comprehensive and knowledgeable wealth advice. Being flexible is very important and therefore, home visit appointments are always an option.
‘When offering financial advice, I offer a service that I would personally hope to receive. I endeavor to cater for all levels of financial planning from investment and retirement planning to Inheritance Tax Planning. It gives me great satisfaction to help clients achieve their life goals and is why I enjoy my job so much.