Adam is the director of Heritage Will Writing and New Forest Wealth Management. Prior to joining the financial services industry, Adam spent time working in Parliament as an agent organiser whilst he completed degrees in Politics & International Relations and a Master’s degree in Political Philosophy.
In 2006, he established New Forest Wealth Management Ltd, a practice with St. James’s Place Wealth Management, and Heritage Will Writing, a separate legal services company. Adam has worked hard to develop a unique breadth and depth of knowledge and is fairly technical in terms of his approach.
Adam is a Society of Later Life Advisers Partner specialising in long-term care advice. He is also an expert in tax and trust planning and hold the advanced CII (Chartered Insurance Institute) paper in taxation and trusts. Additionally, he is a Fellow of The Society of Will Writers and holds the advanced certificate in will preparation with The Society of Trust and Estate Practitioners. Adam has direct personal experience of the care sector as he has continues to be the primary carer for his 92 year old grandmother who he has been providing living in care for the past 8 years.
When not at work, he races sled dog teams, plays for and manages a local league football side, and tinkers with his growing collection of motorcycles.