Adam has been providing clients with personal financial planning, wealth management and later life advice for over 25 years, helping individuals and their families and loved ones at different stages of life.
Intergenerational planning and later life planning require a specialist approach and Adam is an accredited later life adviser through SOLLA (the Society of Later Life Advisers).
Areas of specialism
Adam is able to advise on a number of areas, including: Retirement Planning, Investment Planning, Estate Planning, Investing to pay for long-term care, Specialist care fees plans including immediate needs annuities, Releasing equity from your home*
Each year, thousands of people are told that they have to self-fund their own long-term care.
Whilst some self-funding options are quite straightforward, others can be much more complex. A specialist care-fees adviser is able to help you compare and assess all your options before deciding on the most appropriate solutions. They will also be able to explain the costs and risks involved with each option and offer advice about arranging Wills and Lasting Powers of Attorney**
How to contact Adam
Telephone : 0116 284 4880
Email : firstname.lastname@example.org
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
*This is a lifetime mortgage. To understand the features and risks associated with such products, please ask for a personalised illustration. Your home may be repossessed if you do not keep up repayments on your mortgage.
** Will writing and Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James’s Place and are not regulated by the Financial Conduct Authority.
Throgmorton Associates Wealth Management Ltd are Appointed Representatives of and represent only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
3 Broad Street,