Financial Adviser, DipPFS in Norwich
I’m a financial adviser working in partnership with Quilter Financial Advisers, helping individuals, families & business owners to achieve their financial goals.
My aim is to build trusted, long-term relationships, offering guidance that adapts as life and plans evolve.
I help clients with investments and wealth planning, pensions and retirement planning, and protecting you and your family's future.
I take time to properly understand where you are and where you want to be, then build a plan to fill any gaps, giving you clarity and confidence around your financial future.
When people think about financial advice, they often think about investments. But financial advice can support a much wider range of decisions, helping you plan confidently for the future and make the most of the opportunities available to you.
New research commissioned by Quilter and conducted by Boring Money found that many people understand how advisers like me can help with investments, but are less aware of the wider support available through professional financial planning.
As an adviser, I may be able to help with:
Financial decisions can feel complex at times, particularly as circumstances, legislation, and markets change.
If we work together, I can help you:
If this sounds good to you, please get in touch.
Tax Planning, Estate Planning & Legacy Planning are not regulated by The Financial Conduct Authority.
Approver Quilter Financial Limited and Quilter Financial Services Limited. August 2026
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Expert advice to help provide comfort in your retirement.
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Home contents insurance, buildings insurance.
Norwich
United Kingdom
Adam is located in Norwich and offers expert financial advice to suit your needs.
I hold the CII Diploma in Regulated Financial Planning and have been approved by the Financial Conduct Authority. I also hold a first-class honours degree in business management, which I completed in my spare time alongside my previous career as a professional footballer.
Naturally, I’m a keen sports fan and enjoy various means of keeping active, particularly road cycling and running.
I live with my partner, who is a doctor, and our beloved English setter, Arlo. We love to get outdoors and find nice places to take him on long walks.
Thanks for reading my profile. Feel free to reach out and we can arrange a no obligation chat, regardless of how big or small your query might be.
In advising you, I follow a simple and trusted 3 step process:
We will arrange a time to talk about your goals and plans.
I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.
I'll be there as your financial adviser to give you the support you need.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.
Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.
