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Adam & Company
If you would like to know how enlightened wealth management could empower you to create the future you want, please get in touch. We’ll be delighted to answer your questions and provide more details of our services.
To find out more about who we are you can visit our about us page or meet the team.
Already a client?
For existing clients, we’ve made it easier to find what you’re looking for. Links to the most commonly visited pages are below.
Access your account online
Securely access your valuation and up-to-date information about your investments.
Contact your investment manager
Please call us on 0131 380 9500 and we’ll put you straight through to the right person. Alternatively, you’ll find your contact’s details on their profile page.
If you have a question
For general enquiries or if you’re struggling to access your account online, please contact our client liaison team.
Where to find us
Our wealth management services
Creating a long-lasting relationship with you and understanding what’s important to you at each stage in your life enables us to closely tailor and flex our services around your preferences and changing needs.
Investment management
Discretionary investment management built around you and specialist investments including fixed income and ESG portfolio services.
Independent wealth planning
A comprehensive review of your finances leading to a highly personalised long-term financial plan.
How can we help?
For more details on any of our services, make an appointment to speak to one of our team about your investment needs.
Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.
Book a freeconsultation
What happens next?
1. Arranging an initial consultation
First you can expect to receive an email from our team within 48 hours to find a suitable time that works for you, to arrange a voice or video call for an initial consultation.
2. Your consultation
During this consultation, a member of the team will discuss your situation with you to understand your requirements and answer any questions you might have about Adam & Company and the services that we provide.
3. Referral to a Wealth Planner or Investment Manager
If you decide to progress with us, you will be referred to one of our Wealth Planners or Investment Managers to discuss your situation and requirements in more detail. They will then design a bespoke proposal detailing a unique investment portfolio that matches your individual requirements and attitude to risk, to meet you and your family’s needs.
4. Working with you long-term
With our wealth planning and investment management professionals, your wealth is in expert hands. We will always keep you informed about your investment portfolio and performance and will continue to work with you to build our relationship on your terms. We can meet with you face-to-face, by phone or by email, whichever is more convenient for you. You can also access your account online at any time through our app. Our wealth management professionals are always readily available to speak with you.
Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.
Investment involves risk and is not suitable for everyone.