Partner Practice of St. James's Place Wealth Management
After graduating from Edgehill University with qualifications in media studies and sports science, Adam found a Saturday job at the Abbey National in St. Helens. A chance glance at the notice board in the staff room and a different career path was set. A training scheme for graduates was being advertised by the Abbey, with training to take place in Baker Street, London. Adam soon found himself an Abbey National branch manager, although was a little surprised to find himself in Llandudno. “I asked to be posted to a branch in the North West, what I should have specified was the North West of England!”
Subsequently Adam moved from his position as sales manager to be a financial adviser for the Abbey, covering the Crewe and Stoke region. Following the take over of Abbey National by Santander, he continued working with private clients, before joining Bright in 2013. Adam says that he is looking forward to working with other members of the Bright team and developing his skills and knowledge.
As an all round sports fan and participant, his list of activities is endless, covering rugby, cricket, football and mountain biking, but these days involving his two young boys. After working all around the North of England for many years, Adam now says that living and working in Warrington means that he can fit more action into his already hyperactive schedules!
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/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.
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.