ajleech

Adam Leech

I aim to build long term relationships with the people I work with to provide them with a truly personalised service and advice that helps to meet their goals with a strong focus on the things that are important to them.

About

I am based in Glasgow, however work with clients across the UK.

Prior to joining the financial services industry, I spent 5 years working in Civil Engineering. I first became interested in financial services having sought financial advice myself when buying my first property. It struck me that by helping people understand their finances more thoroughly and providing them with solutions to their issues and concerns, I could have a real positive impact on the lives of my clients.

My experience in the construction industry has given me a solid grounding in the issues that affect businesses but also the financial needs of individuals. My focus is on building relationships with my clients to fully understand what is important to them and that my advice truly reflects who they are and what they want to achieve.

I am a Level 4 qualified financial planner however am committed to ensuring that my industry knowledge remains relevant and current by placing a strong emphasis on my personal development. This, along with the pride and dedication that I put on developing personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.

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