Meet Adam

Adam joined the company in July 2026, bringing with him extensive experience as a financial planner. He began his career in 1997 at Norwich Union, as it was then known, before moving to a local IFA business and later spending almost 25 years with his most recent employer.

With a broad knowledge of financial planning, Adam supports both individuals and businesses with high-quality, bespoke advice tailored to their circumstances and objectives. His areas of expertise include holistic financial planning and wealth management for individuals, as well as business-related advice for employers and employees.

Based across East Anglia Adam helps us support clients over a wider geographical area, offering accessible, experienced advice to those looking to plan confidently for the future.