Position: Chartered Financial Planner
Adam joined the Financial Services profession in 2003 after graduating with a 2:1 honours degree in Financial Services from Northumbria University. He gained valuable experience with a number of back office roles including investment and technical research, before starting his advisory career in 2009.
Adam holds the Chartered Financial Planner status and is instrumental in the PWM Investment Process, carrying out the bulk of the research into the investment funds and market sectors, which make up the PWM investment portfolios.
Adam is a keen football fan and enjoys the occasional round of golf. He is married to Emma and has a daughter Chloe (2) who takes up most of his spare time!.
BA (Hons) Financial Services
Advanced Diploma in Financial Planning
Chartered Financial Planner
CF2, Investment & Risk
CF6, Mortgage Advice
CF9, Pension Simplification
J04, Pension Funding
J06, Investment Principles
G10, Taxation & Trusts
R01, Financial Services, Regulation and Ethics
R08, Pensions Update
AF3, Pension Planning
AF5, Financial Planning Process