Senior Partner Practice of St. James's Place Wealth Management
Adam joined Bright Wealth Management in 2013 from Santander. He has brought with him a wealth of experience as a Financial Adviser and has continued to build his extensive client portfolio. Adam takes pride in helping his clients achieve their financial goals across a wide range of areas including investment planning, retirement planning, personal protection and inheritance tax planning.
His focus on providing the best long-term strategies combined with an inexhaustible drive to achieve the maximum for his clients, led to Adam becoming a shareholding Director of Bright Wealth Management in 2017. It also has led him to achieve Chartered Financial Planner Status, in the same year, demonstrating that his financial planning advice is of the highest industry standards.
Outside the office sport plays a large role in Adam's life, whether it's coaching his two young boys at cricket, playing rugby, or hitting a 6 himself on a Saturday.
Watch the video below to hear from some of Adam’s clients.
Contact Adam Yates BSc APFS - Director and Senior Adviser
The Partner Practice 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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Bright Wealth Management is a trading name of Bright FS Limited. Bright FS Limited is registered in England and Wales, Number 08191747. Registered Office: Yarmouth House, Trident Business Park, Daten Avenue, Warrington, WA3 6BX, England. VAT No. 181103055.