Milton Keynes
Adam joined Perspective in June 2023 as a Financial Planner.
Adam joined the financial services sector in 1983 and has been an financial planner for over 30 years. Prior to advising he had roles as an administrator and tech support.
Within his role Adam supports his clients and helps them attain their financial objectives, he enjoys building lasting relationships with his clients.
Outside of work Adam is a keen golfer which is a hobby he enjoys with his partner.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123