Senior Partner Practice of St. James's Place Wealth Management
I joined Bright Wealth Management in 2013 from Santander. I have a wealth of experience as a Financial Adviser and continue to build my extensive and varied client portfolio. I am proud to help my clients achieve their financial goals, I am active in a wide range of products including investment planning, retirement planning, personal protection and inheritance tax planning.
In 2017, I became a shareholding Director of Bright Wealth Management and I achieved my Chartered Financial Planner status demonstrating that my financial planning advice is of the highest industry standards.
Away from the office sport plays a large role, whether its coaching both my sons and their friends at cricket, playing rugby or hitting a 6 myself.
I am based in the Crewe Office and can be contacted on 01270 509621 or 07711 286766
Contact Adam Yates BSc APFS - Director and Senior Adviser
The Partner Practice is an Appointed Representative of and 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 10506607. Registered Office: Yarmouth House, Trident Business Park, Daten Avenue, Warrington, WA3 6BX, England. VAT No. 319159687.