Wealth/financial planning

We want you to achieve meaningful outcomes from your wealth – this is central to our wealth planning philosophy and leads us to the question: what is your money for?

Our expert independent Wealth Planners suggest 10 steps you can take to better harness the full potential of your wealth and achieve your financial goals.

Although we all know the cost of care in later life could be significant, few people realise the true extent of care home costs, nor do they adequately plan how to pay for them. Having a comprehensive wealth strategy in place can ensure you are financially prepared should you require long term care in the future.

Our financial planners and investment managers invite you to join us for our ‘12 days of Christmas with Adam & Company’ for our festive financial top-tips. For each of the first 12 days of December, we’ve unwrapped a financial top-tip to help you manage your finances over the festive season and beyond.