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Who will I be dealing with?

Who will I be dealing with?

We have financial advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.


Adam has been in the Financial Services industry for 30 years, gaining a considerable amount of experience and began his career with Hargreaves Lansdown in 2001 as a Financial Adviser. He has achieved Chartered status with the Chartered Insurance Institute (CII) and has since gone one step further and became a Fellow of the CII and was promoted to the role of Senior Financial Adviser.

FCA reference number: ARR00012

Adam Reed


  • Diploma in Financial Planning
  • Chartered Financial Planner
  • Certified Financial Planner CM
  • AF1 Advanced Tax & Trust Planning
  • AF3 Advanced Pensions

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

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