Adam Roberts

Chartered Financial Planner, Partner

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.

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