About Adam
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 17 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.
