Wealth Planner
0131 230 0298

Adam graduated with an BA Hons in Economics from the University of Durham and a MA in Art Business from the University of Manchester. He has been working in Financial Services with institutional investors and private clients since 2010, both in London and Scotland. Adam joined the Edinburgh office of Punter Southall Wealth (formerly Psigma Investment Management) in 2018. In his position as a Wealth Planner, he advises on all areas of financial planning including investments, pensions, inheritance tax and protection, as well as assisting with the management of private client, charity and pension portfolios. As an Associate of the Chartered Institute for Securities & Investment Adam holds the Investment Advice Diploma and is currently studying towards the Diploma in Financial Planning.

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