The work bit
Adam’s career in financial services is in its third decade and during this time he has held advisory roles within financial planning firms and a variety of senior compliance and supervision positions.
He has been a board director of the UK’s largest professional body for financial planners, The Personal Finance Society. He currently has a portfolio of positions including executive and non-executive roles focusing on developing careers in the profession, and support the strategic direction of business within financial planning.
This sits alongside his work internationally creating communities that amplify the work of the financial planning profession. Adam is also a Chartered Fellow of the Chartered Management Institute where he holds a regional board position.