Senior Financial Planner
Adam Carson is a Senior Financial Planner and is passionate about helping clients achieve their goals and objectives.
Adam's role involves working with clients to help develop financial plans and to advise them on their wealth. His clients range from young professionals looking to build wealth, all the way through to retirees looking to pass on wealth to family members. Adam uses his expertise by spending time getting to know his clients in detail to help them achieve what they want from their lives and existing provision. Clients say that he is able to help them understand how their wealth can work for them.
For Adam, it is the focus on lifetime planning which makes a real difference to what they are doing now and, in the future, helping them to reach their ultimate goals. As a Senior Financial Planner at our Bristol office, Adam works with his own support team to ensure that our clients needs are met and that we give brilliant client service.
Outside of work, Adam enjoys spending time with his family as well as playing golf, cycling and cooking.