Adam Bagley
DipPFS
I have been a financial adviser since 1999, helping clients achieve their financial goals. In the past I have worked for a leading high street bank and building society, before becoming an independent financial adviser and setting up my own business. Throughout all of this, the most important thing has been to build and maintain the trust between adviser and client.
About
Adam Bagley Financial Planning is committed to help clients maximise their wealth and safeguard their assets. I provide bespoke face to face advice designed to align with your long-term aims and aspirations.
My clients include professional business people, trustees, young families, those approaching retirement and those already retired. I have built long term relationships with my clients and I am honoured with the trust clients place in me to help them plan their financial future.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 11/04/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
