Adam joined Xentum in 2008 as a graduate trainee and has worked his way up to director level. In that time, he has become a chartered financial planner, taking more than 14 exams to gain his professional qualifications and became one of the youngest fellows of the industry’s trade body; the Personal Finance Society. Adam is a “fee only” financial adviser.
As a director at Xentum, Adam is responsible for helping people organise their finances and build their financial plans. His core area of expertise is in investment strategies for business owners, covering everything from planning to protection. Success, for him, means working with like-minded people to make a meaningful contribution to their families and their lives.
“Most business owners have a business plan but when I ask about their own personal financial plan, there is usually a blank stare. I am working to change this with my clients.”
To find the simplest solution, to never over-complicate and to always avoid jargon.
Back to the team
Investments are an important part of what we do in the context of the overall picture. Most of our time is spent managing people’s money; making sure it works as hard as possible. First, we build a picture of where you are today in financial terms, then we look to where you’d like to be. Once we know that, we’ll build you a bespoke plan that will help you to realise your financial goals.
We strongly believe that financial advice should be available to anyone who wants it, and we’ll help wherever we can. As long as we think we can make a difference to your financial security we will find a way of working that works for you.
We have been in the marketplace for 13 years, we have a proven track record and have grown – and helped our clients to grow – through the recession. Our team have a range of specialisms but we all understand people’s concerns, know the financial markets inside out, and make people’s money work harder on a daily basis.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk The value of your investment and the income derived from it can go down as well as up and you may get back less than you originally invested.