📍 Address: 5 Chalfield Glebe, Bradford-on-avon BA15 1GJ, United Kingdom
📞 Phone: +44 7468 897479
🌐 Website: financialadviserbath.com
We are so impressed by Adam! He is extremely knowledgeable, approachable and efficient, with an excellent grasp of detail and thorough understanding of the nuances of our particular financial situation. He clearly cares deeply about doing the best for his clients – we can’t recommend him highly enough.
After looking around for a financial advisor, I settled on Adam and I am delighted we did. His advice was comprehensive but delivered in an easy to understand way. I would have no hesitation in recommending Adam to anyone.
Adam has supported us for the last 2 years and we couldn't be more happy. Adam not only provides expert advice but more than that he builds a relationship with his clients, getting to know them and really understanding their needs, he makes sure they are comfortable and clearly understand what he is discussing. I am confident that the plan Adam has built for us is the right plan for our needs and if we are ever worried he is always available to discuss our concerns and reassure us. I would reccommend Adam to anyone that is looking for professional financial advice from someone who truly understands their needs and can make the complicated simple.
It has been a pleasure working with Adam over the past 15 months. Adam has done a great job of taking the time to understand our needs and priorities - what is important to us and also how we like to work. As a result Adam’s offering makes us feel at ease in a volatile environment. Adam is also extremely responsive and accessible with any questions and concerns, so overall no hesitation in recommending Adam for others!
Adam has been my financial advisor for a year now, and I am delighted with his advice and investments on my behalf. Returns have exceeded expectations in the current febrile market conditions. He is also very personable, easy to get along with and doesn’t speak in financial technobabble. Recommended.
Adam is a consummate professional. Very easy to talk to, always helpful and very responsive. Highly recommend.
Adam has a very flexible approach and was interested in how I wanted my investments to work for me. In my case, it was mainly to shield my investments from inheritance tax and a double bonus was that I was able to save on income tax as well. He makes an effort to get to know his clients and what makes you tick. Highly recommended.
Adam has looked after my pension arrangements for the last few years and helped restructure my pensions. My previous advisor had not been able to continue advising me and Adam stopped me making a potentially damaging transfer. He is very personable and takes a great interest in you as an individual. I have been very happy with the investment service he has provided.
Adam has been supporting me for just under a year now on both private pension and other investments. Wherever your location Adam can support you as we have had a mix of virtual meetings and face to face. Adam stands out from other advisors due to the time he dedicates to his clients. He’s incredibly responsive and really makes an effort to understand your individual needs, appetite to risk etc. Adam’s also not afraid to challenge where appropriate which I have really valued. When the market is a bit volatile it’s easy to lose sight of your long term strategy for short term security. He takes on board your concerns but is not afraid to push back if he thinks your decision will adversely affect your long term plans.
Adam has certainly lived up to his 5 star reviews. His friendly, professional approach immediately put me at ease and I have felt confident in my investment choices knowing Adam took the time to fully understand my attitude to risk and what I hoped to achieve in my retirement. He is clearly very knowledgeable and enjoys what he does, I look forward to working him and his team over the coming years.
Adam Cockerham FPFS - Chartered Financial Planner is located at 5 Chalfield Glebe, Bradford-on-avon BA15 1GJ, United Kingdom
You can contact Adam Cockerham FPFS - Chartered Financial Planner at +44 7468 897479
You can find directions to Adam Cockerham FPFS - Chartered Financial Planner by following this map link
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