Adam Thompson

Partner

Through being a truly independent financial adviser, I am able to present tailored planning solutions for all my clients’ needs.

I like to use technology as part of the advice process to identify planning opportunities, allocate priorities and demonstrate how we can help clients achieve their long-term personal and financial goals. I have developed a keen knowledge of sustainable investments which I feel is an increasingly important part of a client’s portfolio given the current social, environmental and political drivers and the impact that investing can have on the world.

I believe it is vital to continue to learn and develop to best equip oneself for the ever-changing financial arena and, therefore, my clients’ requirements. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society, which is the highest qualification accredited by the Chartered Insurance Institute.

My key areas of expertise include:

  • risk management and investment portfolio construction;
  • tax efficient retirement income planning; and
  • estate planning and IHT mitigation.

Away from and the office, I like to travel and keep active, and can often be found playing golf, tennis or attempting to beat my rather unimpressive PB at my local parkrun in Tunbridge Wells.

Adam Thompson