P W WHITE & PARTNERS - Key Persons
Adam joined Perspective in November 2021 and has worked in the Financial Services industry since 2018, after graduating from the University of Liverpool with a degree in Biological Sciences.
Adam joined Perspective in November 2021 and has worked in the Financial Services industry since 2018, after graduating from the University of Liverpool with a degree in Biological Sciences.
Adam has completed the CII Level 4 Diploma in Regulated Financial Planning and has an additional qualification in Long Term Care needs. He is currently working towards achieving Chartered Financial Planner status
Adam enjoys getting to know his clients on a personal level, building trust and providing them with a clear and concise plan to help to achieve their financial goals. He provides advice to a large range of clients with differing needs and objectives and he prides himself on being able to explain the complexities of financial planning in simple terms.
Outside of work, Adam also enjoys spending time with his family, looking after his young son. Adam is passionate about sport and keeps fit by playing football and going to the gym.
Job Titles:
- Chartered Financial Planner
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- Independent Financial Adviser
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- Director, Financial Planner
Job Titles:
- Chartered Financial Planner
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- Certs CII, Member of SOLLA PFGL
Job Titles:
- Chief Executive Officer
- Managing Director
- Director, Financial Planner
Job Titles:
- Chartered Financial Planner
Perspective (North West) Ltd, Registered in England and Wales No 4719736. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.
Perspective (North West) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (North West) Ltd is a subsidiary of Perspective Financial Group Ltd.
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Job Titles:
- Chartered Financial Planner
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- Certified Financial Planner
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- Technical Director & Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Technical Director, Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
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- CFPTM Chartered FCSI ( Financial Planning )
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Head of Mergers & Acquisitions
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner