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Ethan Adams DipPFS Cert CII (MP & ER)

Financial Planner

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Ethan joined Perspective in December 2022 as part of an acquisition, bringing with him a strong foundation of experience in financial services.

Since beginning his career in December 2016, Ethan has built over nine years of industry experience, developing a well-rounded understanding of financial planning and client needs.

Ethan holds a Diploma in Financial Planning, along with additional qualifications in equity release, mortgage advice and long-term care insurance. This diverse qualification set enables him to support clients across a broad range of financial areas.

Ethan takes a holistic approach to financial planning, ensuring that every aspect of a client’s financial situation is carefully considered wherever possible. He focuses on understanding each client’s life goals and aspirations, using tailored financial strategies to help them achieve those objectives.

He enjoys working closely with clients to build clear, practical plans that give them confidence in their financial future, ensuring their finances are aligned with what matters most to them.

What to do if we didn’t get something right

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:

Contact

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk