Adam is a Wealth Advisor within Womble Bond Dickinson Wealth Limited, having previously worked as a maths teacher at a local secondary school. Adam enjoys working alongside a variety of individual and Trust clients, developing trusted relationships and providing advice on a wide range of issues such as investments, pensions and Inheritance Tax.
Adam achieved his Diploma in Regulated Financial Planning in 2018 and was awarded the 'Cass Prize' by the Chartered Insurance Institute of Newcastle upon Tyne for the highest marks in the region. He is now working towards his Advanced Diploma and becoming a Chartered Wealth Advisor. Adam is a member of The Personal Finance Society and the Chartered Insurance Institute. His qualifications to date cover a wide range of financial planning needs such as portfolio management, retirement planning, Inheritance Tax planning and taxation of both individuals and trusts.