Adam Jones
BSc
Led by Adam Jones, a Chartered Financial Planner with over 25 years of experience in wealth management, our team brings a rare blend of technical knowledge and personal service to every client relationship.
We believe financial planning should be empowering, proactive, and entirely tailored to you.
We don’t just manage wealth — we build lasting Partnerships that help you achieve peace of mind and long-term success.
Take the First Step Toward Financial Confidence
- Schedule Your No-Obligation Consultation Today
- Send Us a Message
- Call to Speak with me
About
Building Wealth. Protecting Futures. Delivering Peace of Mind.
At Silvertail Wealth, we bring over 25 years of Chartered Financial Planning expertise to help our clients make confident, informed decisions about their financial futures.
Our 360° approach covers every aspect of wealth management — from retirement and tax planning to employee benefits and investments.
What truly defines our success is the long-standing, trusted relationships we build with each of our clients, offering consistent, personal advice year after year.
Expert Financial Planning Tailored to Your Life, Your Business, Your Legacy.
We are dedicated to helping individuals and companies unlock their full financial potential through bespoke wealth management, investment, and tax planning solutions.
- Personalised strategies
- Deep technical expertise
- A proactive, client-first approach
Our Services
Wealth Management, Tax Planning & Personal Protection
Create, grow, and protect your wealth with our proactive, tax-efficient financial strategies, including:
- Investment portfolio design and management
- Retirement planning and pension optimisation
- Inheritance and estate planning (trusts, tax-efficient gifting)
- Tax mitigation strategies
- Mortgage, property, and education funding advice
- Personal protection benefits (critical illness cover, specialist insurance, income protection, medical insurance)
Secure your financial future.
Employee, Shareholder, and Key Person Benefits for Companies
Strengthen your business with competitive employee benefits and robust financial protection:
- Employee benefit schemes (medical, critical illness, income protection, life insurance)
- Shareholder protection and key person insurance
- Tax-efficient director and senior executive remuneration strategies
- Pension/retirement planning and auto-enrolment schemes
Empower your team and protect your business.
Why Choose Us?
- Chartered Financial Planner expertise
- Personalised, relationship-driven service
- Client-focused advice
At the core of our business is a commitment to delivering the highest level of care, tailored strategies and real-world results for our clients. Whether you are building wealth, protecting your business, or planning your future — we are here for you every step of the way.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.
Trusts and auto enrolment products are not regulated by the Financial Conduct Authority.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.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 21/10/2025
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.
Silvertail Wealth Limited is registered in England and Wales, Number 16412273. Registered Office: 50 Seymour Street, London, W1H 7JG.
