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Adam El Barnossi Iveson

Financial Planning Consultant DipFA in Manchester

A little bit about Adam

As a qualified financial planner based in Manchester, my primary commitment is to empower clients in achieving their financial aspirations through meticulous and strategic planning. My expertise lies in crafting personalized financial plans that resonate with the unique needs of each client, ensuring a path to financial security and success. With a specific dedication to delivering exceptional customer outcomes, I am devoted to guiding clients towards realizing their goals by fostering financial growth and stability in every step of their journey.

Find out more about me below.

Start the conversation

Your money won’t reach its goal unless it has a direction. But with a plan, it can work towards something better. I can help.
Contact me today

An adviser’s insight

Money needs a plan. Here’s where to start

Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.

  • Most people in the UK save sporadically or leave money sitting in cash – missing out on growth.
  • Planning gives peace of mind. It turns uncertainty into clarity.
  • The earlier you start, the more powerful the impact – but it’s never too late.
  • Quilter’s purpose is to help build brighter financial futures. That starts with a plan.
  • Investing always carries risk. The value of investments can go up and down and you may get back less than you invested.

Making your money work for you

Why investing matters

  • Lazy money loses value over time – inflation chips away at it.
  • Investing little and often helps your money grow without needing to be an expert.
  • A plan helps you stay focused and avoid reactive decisions.

Inflation and ‘lazy money’

  • Inflation quietly erodes the value of your savings.
  • £10,000 in cash today could be worth significantly less in 10 years.
  • Investing helps protect your money from inflation and grow it over time.
Ready to build your plan? Contact me using the details above.

Services

Holistic planning

Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.

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.

Pensions

Expert advice to help provide comfort in your retirement.

Protection

Whole of life and term assurance protection, private medical arrangements, critical illness insurance.

Qualifications

Diploma for Financial Advisers

  • The Diploma for Financial Advisers from the London Institute of Banking and Finance is the primary award for financial planners that develops core technical understanding across a broad range of key financial planning areas.

More about me

As a dedicated financial planner, my main objective lies in empowering clients to realize their financial aspirations. With a steadfast devotion to their success, I employ a personalized approach to navigate the complexities of financial planning. My ambition is not just to meet expectations, but to exceed them, striving for excellence in every facet of my professional journey.

Outside the office, I cherish the moments spent with family, which serve as the cornerstone of my personal life. Travelling, especially to the culturally rich landscapes of Japan, provides me with a broader perspective that enriches my professional acumen. Additionally, I find solace and inspiration in the world of cinema, which complements my passion for exploration and storytelling.

This blend of professional dedication and personal interests shapes my holistic approach to life and work, where each client's goal becomes a shared journey towards financial success.

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 Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 21 August 2024.