Adam Davies

trainee financial planner

T: 01420 83517

Adam Davies joins us as a trainee financial planner where he is responsible for preparing clients’ annual review reports, recommendation reports and analysing clients’ existing portfolios.

Having graduated in Financial Management and worked at Estee Lauder as a Business Analyst, this is the beginning of Adam’s professional career in Financial Services where he intends to work towards completing all the necessary qualifications to become a Chartered Financial Planner.


BA (Hons) Financial Management, Portsmouth University