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Adam has over 30 years’ experience in the Financial Services, and began his career with Hargreaves Lansdown in 2001. He has achieved Chartered status with the Chartered Insurance Institute (CII), become a Fellow of the CII and was subsequently 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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