Living in Ilkley, West Yorkshire, Adam provides financial planning advice to clients across the North of England.
Adam studied financial services at Northumbria University and graduated with a 2:1 BA (Hons) degree. Following this, he completed 17 successful years in financial services with the Skipton Building Society Group in both advisory and managerial positions before joining St. James's Place, in 2016.
Adam is proud to be recognised as a Chartered Financial Planner by the Chartered Insurance Institute. This prestigious qualification combined with his passion for placing clients firmly at the centre of our business, allows him to build long term relationships that are built on mutual trust and respect.
In his spare time Adam can usually be found with his family, Claire, Thomas and Jack, or continuing the ongoing battle of reducing his golf handicap!
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.