Adam is a Chartered Financial Planner and has qualified as a Fellow of the Personal Finance Society, the highest qualification awarded by the Chartered Insurance Institute. He has over 17 years’ experience in financial services, predominantly as a Financial Adviser but more recently in compliance and technical roles.
He joined Grosvenor Consultancy in June 2016 as a Paraplanner to two of our directors, Ben Olson and Tom Burley, researching solutions and preparing recommendations to ensure that their client’s receive the best possible advice to meet their financial objectives.
He is now our Technical & Operations Manager, offering expert technical support to our team of advisers, supporting the directors in the day to day running of the business and helping us to continually improve our proposition and the service we offer to our clients.
Outside of work, Adam is married and enjoys spending time with his two young daughters. He enjoys football, travelling, reading and going to the gym and has a keen interest in the financial markets.
He is working towards a Masters Degree in Financial Planning & Business Management at Manchester University in his spare time.