Wealth Planner
I graduated with a BA Hons in Economics from the University of Durham and an MA in Art Business from the University of Manchester. I have been working in financial services with institutional investors and private clients since 2010, both in London and Scotland, and joined the company as part of the acquisition of Punter Southall Wealth. As a Wealth Planner, I advise on all areas of financial planning including investments, pensions, inheritance tax and protection, as well as being responsible for the management of private client, charity and pension investment portfolios. I am a Certified Financial Planner, a Chartered Wealth Manager and a Chartered Member of the Chartered Institute for Securities & Investment.
Location: Edinburgh
Contact:
Adam.Jordan@adamandcompany.co.uk
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