Adam Kemp
Financial Adviser
FCA reference number: AJK01184
An award-winning chartered financial planner with over 12 years’ experience helping clients with complex financial planning solutions. Expertise in retirement planning, investment planning, long-term care planning, and estate planning. I believe in building strong relationships, and feel reflection and evolution is key to build trust and really understand a client’s aspirations.
Expertise
Financial planning
Pensions and retirement planning
Investment management
Long-term care planning
Estate planning and inheritance tax planning
Trusts
Protection
Defined benefits pension transfer advice
Qualifications
Advanced Diploma in Financial Planning
Fellow of the Personal Finance Society
Accredited Member of SOLLA (Society of Later Life Advisers)
Region and method of advice
Based in Cambridge, I can provide in-person meetings with clients in Hertfordshire, Cambridgeshire, Suffolk, and Norfolk. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.
Approach and experience
I am a long-term care specialist, an accredited member of SOLLA, a Fellow of the Personal Financial Society as well as a pension transfer specialist.
I can help anyone who is unsure about making important financial planning decisions and looking to gain confidence working with a professional financial planner. I take a meticulous approach to client consultations, breaking them into several sessions to provide ample time for reflection and evolution. Operating on a free consultation, my aim is to transparently assess the potential value of financial advice. This ensures that a client will receive tailored advice that aligns with their unique needs and objectives.
"As well as being knowledgeable and professional, one of Adam’s strengths is his empathy and patience. He understood my frustrations and made a complex topic understandable.
Mr Walker
Personal interests
Beyond the world of financial planning, my greatest joy comes from spending quality time with my wife and two children. I maintain an active lifestyle, hitting the gym regularly and lacing up my running shoes to embrace the outdoors. As a devoted Arsenal supporter, you will often find me cheering on the team at most home games.
Book a free initial consultation
Insights
Client case study: How one of our advisers helped their client gain clarity and control
When Mr Walker found himself in a complex and frustrating situation with his pension, we were able to help him where his previous pension provider had fallen short.
4 minutes