Our Team
CII Qualifications
Adam took over the reigns of the company on the retirement of Barry in January 2009. Adam is married to Paula with one child Alexis. Interests include most sports especially football, although his playing days are long behind him!
- Diploma in Financial Planning
- Financial Planning Certificate 1,2 & 3
- Certificate in Life & Pensions
- RO2 Investment Principles & Risk
- RO4 Pensions & Retirement Planning
- RO5 Financial Protection
- RO6 Financial Planning Practice
- JO1 Personal Taxation
- ATT Association of Taxation Technicians
Adam took over the reigns of the company on the retirement of Barry in January 2009. Adam is married to Paula with one child Alexis. Interests include most sports especially football, although his playing days are long behind him!