Adam joined Perspective in November 2021 and has worked in the Financial Services industry since 2018, after graduating from the University of Liverpool with a degree in Biological Sciences.
Adam has completed the CII Level 4 Diploma in Regulated Financial Planning and has an additional qualification in Long Term Care needs. He is currently working towards achieving Chartered Financial Planner status
Adam enjoys getting to know his clients on a personal level, building trust and providing them with a clear and concise plan to help to achieve their financial goals. He provides advice to a large range of clients with differing needs and objectives and he prides himself on being able to explain the complexities of financial planning in simple terms.
Outside of work, Adam also enjoys spending time with his family, looking after his young son. Adam is passionate about sport and keeps fit by playing football and going to the gym.
