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:
‘I had the feeling he had all the time in the world to listen to me and was willing to give the time. All that was arranged happened in the time scale he told me also. Very happy with the service.’
‘Adam has always treated us with respect and understanding – he has a very pleasant nature and is very knowledgeable in his field. We need time to absorb information and he goes to great lengths to ensure this is tolerant when we ask several times. We will shortly be taking his advice to overhaul our portfolio in view of current turmoil. We have recommended him to family.’
‘Building a relationship with an IFA is of the uptmost importance – it is, after all something for the long term, not just a one off. I am very comfortable with the advice Adam has given us and really look forward to working with him in the future. He impressed me with his approach and I’m afraid I’m usually very cynical when it comes to IFAs!’
‘Professional service, always able to help with advice and answer queries. Happy with the level of personal contact as well.’