Adam is a Wealth Planner at LGT having joined at the beginning of 2021. He is a Chartered Financial Planner and Fellow of the Personal Finance Society, and has a great deal of experience in helping high net worth individuals build personalised financial plans to meet their full needs and objectives. He previously worked for a specialist boutique wealth manager in the City of London advising clients on their tax, retirement and investment planning requirements, and implementing succession frameworks to devolve wealth in accordance with their wishes. More recently, has relocated to Bristol to assist the firm with its advice delivery to clients in the South West.
