Adam is committed to providing high quality advice that is tailored to your needs. He holds the relevant qualifications to provide regulated advice on: Pensions, Investments, Protection, Mortgages, Inheritance Tax planning and Equity Release.
Following a 16 year career in the British Army, Adam joined Prosperity Wealth and quickly established a strong reputation for building excellent relationships with his clients.
Prosperity Wealth is a leading West Midlands based Independent Financial Advice firm. The directors and staff at Prosperity Wealth are committed to maintaining an Independent status. It is this ability for advisers to be able to listen to a client’s needs and objectives and then select the most appropriate products and services from the entire market, that ensures that the best possible outcome is achieved.
Keen to innovate in order to provide a comprehensive offering to his clients, Adam has been a forefront of the use of technology at Prosperity Wealth. This has enabled him to provide the full range of financial advice remotely, without reducing his level of service.
Adam has continued to increase his breadth and depth of knowledge by exceeding the annual requirements for continuous professional development (CPD) and adding further financial qualifications.
With over 25 years until Adam plans to retire, there is an opportunity to build a long lasting relationship. So whether you are a first time buyer, saving for the future, managing your post retirement income or planning your legacy, Adam can help you now, and as your priorities change.
Outside of the office, Adam is kept busy by his family, but when time allows he enjoys running, cycling and scuba diving. He maintains his military connections through his role as the Armed Forces Champion at Prosperity Wealth and as an Army Reserve Officer.
