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 and recommendation reports and analysing client portfolios in order to provide the necessary information to the advisors.

Having graduated in Financial Management and worked at Estee Lauder as a Business Analyst, Adam is looking forward to furthering his 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