Adam joined Nelsons in 2015 and supports the Investment Management Department.

Areas of Expertise

  • Providing support to the Independent Financial Advisers
  • Conducting research for products and funds
  • Producing reports detailing the Advisers’ recommendations for the clients

Professional Information

  • BA Hons degree in Banking and Financial Management
  • Previously worked as a Pensions Administrator at Capita
  • Member of the Solicitors Independent Financial Advisers (SIFA)
  • Member of Charter Insurance Institute (CII)
  • Diploma in Regulated Financial Planning (DipPFS)

Find out how Nelsons can help you. Contact our friendly team for a guaranteed fast response.

For advice and support 0800 024 1976