Expertise
Adam is a Chartered Financial Planner at Titan Wealth Planning and works out of our Bristol office.
He has over 20 years’ experience in the financial services industry and has been advising clients for all this time. As a Chartered Financial Planner, Adam provides holistic financial advice to our clients and works closely with them to help them meet their financial objectives both now and in the future by setting out a bespoke financial plan involving regular reviews and cash flow modelling.
Adam advises in a wide range of financial planning areas including pensions, options at retirement, protection, savings, investments, estate and inheritance tax planning including trusts and tax efficient investment schemes.
Professional Qualifications
APFS – Chartered Financial Planner of the Personal Finance Society.
BSc (Hons) – Bachelor of Science, Sociology with Research Training at The University of Bath
Personal
Adam lives in Ashcott, Somerset. In his spare time, he enjoys spending time with his family, skiing and keeping fit. He is a lifelong supporter of Swindon Town Football Club
