Senior Partner Practice of St. James's Place Wealth Management
Adam graduated from the St. James’s Place Academy at the beginning of 2020, ensuring his status as a qualified Financial Planner and is also a member of the Chartered Insurance Institute.
Prior to this, Adam spent 18 years with Aberdeen Audi across various roles including sales and finance but latterly in management positions managing large teams. His passion and enthusiasm for meeting and helping people has led him to the financial industry where he has hit the ground running.
His role includes building relationships with new and existing clients, in order to service their requirements expertly, and writing strong financial plans to ensure clients are well looked after.
Adam spends the majority of his spare time with his young daughter who he adores but also likes to take some time out for himself by going to the gym.
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.
Gary Walker Wealth Management Limited is registered in Scotland, Number SC325490. Registered Office: 5 Carden Place, Aberdeen, AB10 1UT.