Adam Holmes

Technical & Operations Manager

About Adam

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 been in financial services since 2000, gaining a wealth of experience through roles in mortgage advice, financial advice, training, management, compliance and technical support.

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 guidance and support to our team of advisers and paraplanners, whilst 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 enjoys spending time with his two young daughters, surfing, travelling, reading and going to the gym.

Contact Adam

If you have a question or need some advice regarding your financial planning then
please call Adam on 01275 373348 or click the box below.

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