Area of Expertise: Investments, Pensions, Protection, Tax Planning, Trustee and Corporate Investments, Inheritance Planning, Financial Review
Adam worked at a Pension Brokers in Peterborough from 2010 as Administration Manager, before moving to Chattertons to work in the Financial Services department. His role is to help the firm's Independent Financial Advisers, in various ways, including with research and administration, but the ultimate aim is to ensure that clients are happy and can reach their financial goals. Away from work Adam enjoys spending time with his daughter and watching Peterborough United.
Supervisor: Amy Urquhart
- Joined Chattertons in November 2015