Financial Planning

Financial Planning

Expert advice from a range of specialists.

Adam & Company offers a discreet and sophisticated advice service designed to give clients the confidence that all aspects of their financial affairs are aligned for the long term. This service links together banking and investment management, ensuring the continuity that’s needed for all your financial arrangements to work as one.

Professional advice

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.

Fee-based advice

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.

Range of services

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

Adam clients

To find out more about how financial planning services from Adam & Company can meet your individual needs, please contact your Private Banker.

New clients

If you wish to become a client of Adam & Company, please complete this form or contact us on +44 (0)131 225 8484

Our History

  • How we became who we are

Our Approach

  • Tailored solutions and a personal service

Our Board

  • Details of our board members

Our Partners

  • Who we sponsor and support