Adam joined Courtiers in 2021 as a Paraplanner, to provide technical support for the Adviser Team following an acquisition which saw Davidsons Independent Financial Advisers become part of the Courtiers Group. In late 2022, with combined experience in technical and client-facing roles, Adam joined the Private Client team as an Adviser, to work directly with and support clients wishing to achieve their financial objectives.
Background / Experience
Adam’s experience in Financial Services goes back as far as 2018. Prior to this he spent over 10 years organising multi-national events for the pharmaceutical industry, developing an understanding of financial management, relationship management and compliance, all working together – on a global level.
Adam has successfully achieved his Diploma in Regulated Financial Planning (DipFa) and is currently working towards becoming a Chartered Financial Planner.
Adam is married to Chloe, with their young son Dylan. He loves the outdoors and can be found on two legs, two wheels and the water as often as possible. His other passion outside financial advising is cooking, so he can be found researching new ideas and trying out recipes as often as his family and friends can take.