Financial

Advice

At Adam & Company financial planning is an encompassing service. It is not about selling you an investment or a pension. It is about making sure your wealth is properly managed for the long term.

Advice and product fees may apply.
The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

More Than

A Process

Experience


Our financial planning team combine many years of experience with high standards of professionalism — all of our planners are qualified to Level 6 Chartered status.

Advice


We advise on a restricted advice basis. We offer appropriate Adam & Company products and services, and research the wider market to identify others which meet our exacting standards.

Charges


We do not charge a fee for our initial meeting. We charge a fee for our advice and service based on the amount of work we would expect to have to carry out for you. We will agree our fee in advance before we undertake any advisory service.

Financial planning

solutions
 

With access to an extensive range of investment structures, Adam experts will draw on the most effective and efficient wrappers for your investments, your circumstances and your objectives.

We understand that planning for the future is a multi-faceted process that must consider every aspect of your financial, professional and personal journey. As such, it warrants carefully selected solutions that are expertly combined for your individual needs. With access to an extensive range of investment structures, Adam’s experts will provide the most effective and efficient wrappers for your investments, your circumstances and your aspirations.

Adam’s specialist advisers are expert in retirement planning, drawing on a continuously monitored panel of providers to offer the best solutions in the market, from SIPPs and ISAs to personal pension plans, annuities and specialist pensions for business owners.
With a diversity of solutions, from investment bonds to VCTs, we will work with you to plan for the future and maximise your wealth.

The value of investments and the income from them can fall as well as rise, and you may not recover the amount of your original investment.

Already a client?

For more information about Adam
products, please speak to your
adviser.

Become a client

Please get in touch online or call
0131 225 8484  to find out more
about our services.

Calls may be recorded

News and

Insights

  • Lunch With an Old Bag

    • Insight
    • Partnership
    15 Dec 2016
    Lunch With an Old Bag Since its inception Lunch with an Old Bag has raised nearly £3million for The Prince’s Trust, meaning it has directly helped more than 2,980 young people in Scotland.
    Read more »
  • Top Quartile Performance Across All Benchmarks

    • Adam Investments
    • Insight
    14 Dec 2016
    Top Quartile Performance Across All Benchmarks We are delighted to share the news that Adam Investment Management has achieved outstanding performance across all of our benchmarks, according to the latest data that has been released by Asset Risk Consultants (ARC), to the end of September 2016.
    Read more »
  • Philip's fillips: Autumn Statement 2016

    • Adam Investments
    • Insight
    24 Nov 2016
    Autumn Statement 2016 Chancellor Philip Hammond made his first – and the last – Autumn Statement to Parliament this week, outlining the government’s taxation and spending plans ahead of the full Budget in April.
    Read more »

Become a Client


Great relationships begin with an introduction.
We would be delighted to welcome you to Adam.

Read more »