Wealth Planner
Adam graduated with an BA Hons in Economics from the University of Durham and an MA in Art Business from the University of Manchester. He has been working in financial services with institutional investors and private clients since 2010, both in London and Scotland. Adam joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth. In his position as a Wealth Planner, he advises on all areas of financial planning including investments, pensions, inheritance tax and protection, as well as being responsible for the management of private client, charity and pension investment portfolios. Adam is a Certified Financial Planner, a Chartered Wealth Manager and a Chartered Member of the Chartered Institute for Securities & Investment.
Location: Edinburgh
Contact:
Adam.Jordan@adamandcompany.co.uk
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