Paul Adams
DipPFS
In my experience, many people will extensively search for a trusted source of financial advice based on cost and performance. I understand these are critical factors to help achieve your financial goals and the only way to know that your financial plans remain up to date and relevant is to forge a longstanding and close relationship with a trusted adviser who understands your needs.
To be effective, an adviser must be proactive in applying changing legislation and market conditions to your personal circumstances.
About
I have had a successful career within the financial services sector for over 30 Years and joined St. James's Place in 2007.
My core values focus upon offering an expert service of distinct quality, integrity and excellence, which in turn gives peace of mind to the discerning individual.
Where required, I work together with other specialist Partners within St. James's Place as well as other professionals such as solicitors and accountants, with the aim of providing a truly bespoke and personal service focusing upon a client’s needs and developing a carefully formulated strategy aimed towards stability, tax-efficiency and financial security coupled with a personal service over the longer term.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 05/01/2023
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.
