Nathan Adam
Financial Planner
Work
Areas of expertise:
- Cash flow modelling
- Retirement planning
- Trusts and inheritance tax planning
- Wealth accumulation
- Divorced clients
I have experience working with a range of clients, but I would say I specialise in business owners, later life planning as well as those looking to retire.
Qualifications
Accreditations
Rest and play
I have played team sports most of my life still playing cricket to this day. I have just taken up golf and spend time attempting to become less rubbish at that. I recently began distance running and have run a couple of marathons as well as an ultra-marathon. I ran the London marathon to raise money for Shelter in 2025.
When not doing some form of sporting activity, I will be reading and try to go through one fiction and one non-fiction book a month.
We asked Nathan...
One question before you go…
How much is enough? Paul Armson’s new book explores that question not just financially, but in terms of our time, ambitions, relationships and the life we want to lead. We think it’s the perfect tool to help you get more from financial planning.
Fancy a chat?
Let’s get together over an initial phone call and establish whether we’re the right match for your financial journey.
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