Financial Planning

Expert advice from a range of specialist

Adam & Company offers a discreet and sophisticated financial planning service. This provides continuity and a valuable link with our banking and investment management services, making sure all your financial arrangements work as one.

Professional advice

Our professionally qualified Financial Planning Managers work closely with clients to ensure that their interests are at the absolute centre of everything we do. They are supported by a team of experts in all relevant fields.

We recommend packaged products from the whole of the market, and not just those offered by Adam & Company or the RBS Group.

Fee-based advice

We operate on a fee basis, which we believe to be more transparent than commission. Any commission we may receive is disclosed to a client and either offset against the fee or refunded. 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 lump sum savings to trusts and more