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Paul Adams

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Berkshire, Buckinghamshire, Hampshire

Paul Adams

Independent Financial Adviser

I have over 20 years’ experience of advising clients, both retail and corporate, on their financial arrangements.

Helping clients achieve their financial aims and objectives with clear, transparent advice. I place great emphasis on building long-term relationships by providing on-going advice to ensure client’s goals are met.

I achieved Diploma status in 2013 and am currently working towards becoming a Chartered financial adviser with Fairstone. I enjoy meeting people and helping them navigate the sometimes complicated world of pensions and investments

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

South East

Covers

Berkshire, Buckinghamshire, Hampshire

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