Financial Planning

Working alongside banking and investment experts we provide sensitive and appropriate advice. Our professionally qualified advisers work closely with clients to ensure that their interests are at the centre of everything we do. We are also experienced in working with other professional advisers, such as solicitors and accountants.

All our advisers are experienced professionals. They have all exceeded the minimum qualifications required by legislation and routinely engage in a rigorous Continuing Professional Development programme to ensure knowledge and skill set are maintained to exceptionally high standards.

Adam advises on a restricted advice basis. To offer the best solutions for our clients, we research a wide universe of funds and offer investment advice in respect of Adam products and services aligned to our clients’ needs, as well as providing a limited number of products and services from the wider market which meet our exacting standards.

We operate on a fee basis for investment advice and believe it’s important to be transparent and ensure that there is a clear distinction between our advice and the cost of any resulting product or service. No fee is payable for an initial meeting.

The scope of our advice includes:

• Family protection – looking after you and your family
• Retirement planning – pensions, annuities and specialist services
• Inheritance tax strategies – making sure funds are in place to meet any potential tax liability
• Investments – from simple savings to sophisticated investment services, trusts and more