Adam joined Aspirations in 2018 with over 20 years of experience in the financial services industry. Having spent several years working with private clients and overseeing their financial planning needs, Adam ran with his vision and went on to grow his previous company, Financial Themes and focusing on developing the business.
Adam became Managing Director of Aspirations after merging with Financial Themes and has been integral in growing the team to what it is today. Adam takes pride in bringing the team together to help them extend their thinking and delivery to clients. Adam also has ultimate responsibility for Compliance alongside regulatory standards and requirements.
Adam holds a LIBF Pension Specialist qualification, Diploma for Financial Advisers (DipFA) and a Certificate in Mortgage Advice and Practice. He is a member of the Chartered Institute of Insurance as well as a member of the London Institute of Banking and Finance.
When Adam isn’t working, he enjoys keeping fit by navigating through the countryside on his bike, going to the gym (in normal times) and the odd jog. Most of all, Adam enjoys spending time with his young family.