Adam worked at Lloyds Bank and latterly Schroders Personal Wealth (a joint venture set up in 2019 between Lloyds Bank and Schroders) for 28 years. During this tenure, he was able to work in multiple departments and locations across London and East Anglia gaining extensive knowledge and experience. The majority of the time (25 years) at Lloyds Adam worked in the wealth management division advising High Net Worth Clients, Trusts and Charities. He is a member of the Personal Finance Society and has held Chartered Financial Planner status since June 2016 becoming a Fellow in December 2018.

Adam offers holistic financial planning and is a strong believer in simplifying the complex so as to create a plan of action that is tweaked and amended with life’s ebbs and flows whilst having an overarching theme of mitigating his clients’ potential financial worries.

Outside of work he enjoys spending time with his wife Fiona and two daughters Charlotte (currently at University) and Emily (In the last few years of secondary school). Adam is a keen racquet sport person, playing Squash, Badminton and Tennis. He enjoys cycling and to stay fit he also tends to his local allotment. He has a hobby business of gardening, working around 3 days a month. Finally, Adam has two border terrier crosses, Poppy and Alfie who make sure that Adam takes them for a walk 3 times a day!