Adam Newman
DipFA
“I take a forward thinking and commercially minded approach to financial planning and this has helped clients achieve their financial goals. Whether this is to “retire” early, to focus on their family life or provide financial security. I’m passionate about my clients and supporting them is what makes me jump out of bed in the morning”.
About
Adam especially thrives on collaborating with owner-directors running their own businesses and with many successful years with Barclays in commercial banking and advising SME sector businesses he has been providing businesses expert financial advice for those growing or exiting from their business.
As a consequence, he has established fantastic client relationships with individuals and businesses alike. Outside of the business, Adam has a young family and his three daughters keep him very busy. Although he is a keen golfer, when time allows.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
