Adam has 25 years experience in the Financial Services profession, 10 years with Life Companies and 15 years as an Independent Financial Adviser. Adam became a Director of Clairville York in January 2015 after the merger of his successful company Formula Limited, founded with Mark Osland.
Adam has vast experience advising companies and business owners, specialising in employee benefits and financial planning for individuals. Adam is working towards Chartered status and recently became a member of the Society of Mortgage Practitioners.
Adam is married to Lorraine, they have 2 teenage children and live in Epsom. He enjoys travel, motor sport and good food although most of his spare time is currently taken up with Triathlon training!