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.
‘We have a long term relationship which works well. Adam is approachable and very responsive – equally he does not contact me ‘unduly’ just for the sake of making contact. He has given me good advice and I have progressed financially’
‘Adam has been a great help regarding past and recent investments and his advice has been invaluable. I have found Adam to be very accessible and he has given me reassurance on numerous occasions, if I’ve had any concerns with regard to potential investments. He has a calming influence and is very easy to talk to.’
‘I am happy with the way my Independent Financial Adviser has been handling my investments and is always available if needed.‘