Adam James
DipFA PETR
Adam has over 20 years’ experience in the financial services industry from various roles, specialising in the areas of Investment Planning, Inheritance Tax Planning and Retirement Planning. Qualified as a Financial Adviser since 2016, Adam is the director of Adam James Wealth Management Ltd, an Associate Partner Practice of St. James's Place since 2017.
About
Before joining St. James's Place, Adam’s previous job roles included being a Bank Manager and Financial Adviser for Lloyds Bank between 2008-2017. Adam provides a holistic approach to financial planning and fundamentally aims to provide a client focused solution. As a result, Adam’s clients can expect to receive the most appropriate and comprehensive advice at all times. Developing genuine working relationships with his clients, Adam enjoys working face-to-face.
Adam’s hobbies include playing football, golfing and spending time with his family.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
