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Adam has over 30 years experience in the Financial Services profession, 10 years with Life Companies and 20+ years as an Independent Financial Adviser.
Adam has vast experience advising companies and business owners, specialising in financial planning for individuals and employee benefits. Adam is working towards Chartered status and is a member of the Society of Mortgage Practitioners.
Adam is married to Lorraine, they have 2 adult children and live in Epsom. He enjoys travel, motor sport and good food. He stays fit in his spare time swimming, cycling and running and has completed 2 full Ironman events.
Clairville York Limited is authorised and regulated by the Financial Conduct Authority. No 207474
Investors should be aware that capital is at risk. Past investment performance is not a reliable guide to future performance. The potential for profit is accompanied by the possibility of loss. The value of investment funds and income from them may go down as well as up and investors may not get back the original amount invested.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website as www.financial-ombudsman.org.uk
