I have been providing financial advice now for over 22 years. Before joining the Vision Team I enjoyed a very successful and fulfilling career at the Royal Bank of Scotland before they decided to stop giving Independent Financial advice.
Providing a truly Independent service (access to everything in the market) is extremely important to me as, at all times, I want to be able to source for my clients, the very best that is available. Through this flexibility I will always be able to provide bespoke, personalised solutions to any circumstance.
I am also very passionate about developing and maintaining a trusting long term relationship with my clients. I am always available to help my clients and there will never be a situation where my clients feel that ‘the clock is ticking’ when they speak to me. I am keen to build long term relationships and the large number of unrequested referrals I have received is hopefully testament to the professional but personal service that I provide.
On a personal note, I am married with two young children and I love all sport but football, mountain biking, swimming and running are my passions.
I would welcome the opportunity to meet with you, without any obligation at all, to look at your circumstances and discuss how I may best be able to help. My contact details are below.
T: 07909093133 E:
‘The service provided was both realistic and pragmatic. It was discussed on what was best for me and my circumstances whilst retaining the flexibility to adapt to any change.’
‘Adam is supportive, easily contactable and has helped me with my mothers financial affairs very sensitively’.