View Adam's...
Qualifications
Chartered Financial Planner
Adam’s role involves…
Adam has worked with us since 2015, starting as an apprentice, then taking exams to become a Certified adviser in 2018, then Chartered in 2023. He works with corporate and individual clients to help them achieve their goals, whether that be ensuring there is sufficient life protection in place, helping individuals through the retirement journey or ensuring their financial legacy is protected through later life planning.
What are the three things you love most about your job?
Helping people to achieve their financial goals, the amazing clients I get to work alongside and that no two days, or clients, are ever the same!
When Adam’s relaxing…
Outside of work, Adam is a huge fan of cricket and football and has played cricket for his local team since the age of eight. He likes to watch both sports at any given opportunity. He also keeps fit by going to the gym regularly.
Adam in numbers...
8
years working at MW-FS
800
cans of Diet Coke drunk per year
163
highest score in cricket
Marshall Wooldridge Financial Services Limited is authorised and regulated by the Financial Conduct Authority. View our authorisation under our reference number, FCA No. 729853 or by visiting their website. Registered office address: Unit 4b, Regency House, Kirk Lane, Yeadon, Leeds, West Yorkshire, LS19 7EP. Registered in England and Wales. Company no. 09887995.
Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. www.financial-ombudsman.org.uk
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