Adam Roberts

Chartered Financial Planner, Partner

I enjoy helping clients achieve their personal financial goals and seeing their plans come to fruition. I create deep bonds with all my clients based around understanding and trust.

I am one of the founding Partners of The Penny Group. I joined the financial services industry over 20 years ago after having graduated from Exeter University with a Mathematics degree. During my time in the industry I gained Chartered Financial Planner status which enables me to deliver holistic advice to all of my clients.

Adam Roberts

I enjoy helping clients achieve their personal financial goals and seeing their plans come to fruition. I create deep bonds with all my clients based around understanding and trust.

Contact us

London

Woking

Hungerford

Sutton Coldfield

Farnham

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