Adam has an MSc in Wealth Management, is an Honours Bachelor of Economics and a fully qualified Diploma Level Financial Planner. Adam has over a decade of experience in the wealth management field and has substantial experience in helping families to understand their finances and put together bespoke financial strategies to achieve their life ambitions, supported by their wealth.

Adam has a strong interest in finance as well as macro-economic events and their effects on markets, but is particularly fascinated in behavioural finance which seeks to understand how the mind can help or hinder investment success for individuals. By helping clients gain a deeper understanding of financial market behaviour, Adam helps clients make better investment decisions through greater understanding of the potential pitfalls in their specific plans.

Adam has a strong belief that sticking to a long-term plan, created to achieve specific goals, despite market conditions, has a far more profound effect on a client’s overall position than chasing returns which may be out of their risk appetite just to be part of the crowd.

Outside work Adam is a keen golfer, budding wine enthusiast and sports car fanatic.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.