Skip to main content

Adam & Company

If you would like to know how enlightened wealth management could empower you to create the future you want, please get in touch. We’ll be delighted to answer your questions and provide more details of our services. 

To find out more about who we are you can visit our about us page or meet the team.

  

  

Already a client?

For existing clients, we’ve made it easier to find what you’re looking for. Links to the most commonly visited pages are below.

Access your account online

Securely access your valuation and up-to-date information about your investments.

Client login

Contact your investment manager

Please call us on 0131 380 9500 and we’ll put you straight through to the right person. Alternatively, you’ll find your contact’s details on their profile page.

Our people

If you have a question

For general enquiries or if you’re struggling to access your account online, please contact our client liaison team.

Get in touch

  

Where to find us

Adam & Company Edinburgh

40 Princes Street
Edinburgh
EH2 2BY

We also have facilities in Aberdeen and Glasgow – please let us know when you get in touch if either of these locations would be more suitable for you.

How to find our Edinburgh office

  

Our wealth management services

Creating a long-lasting relationship with you and understanding what’s important to you at each stage in your life enables us to closely tailor and flex our services around your preferences and changing needs.

Investment management

Discretionary investment management built around you and specialist investments including fixed income and ESG portfolio services.

Investment management

Independent wealth planning

A comprehensive review of your finances leading to a highly personalised long-term financial plan.

Wealth planning

How can we help?

For more details on any of our services, make an appointment to speak to one of our team about your investment needs.

Book an appointment

Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

 

Book a freeconsultation

Typically, we provide financial advice to clients with assets over £250,000 or investment management services to clients who have over £250,000 of investable assets. If you’re looking for investment services at lower levels, we may have other options available. Please note, we do not offer a one-off share sale service below these amounts.

Please give us your consent, email address and phone number to be contacted to book a free consultation:

Click here to read our privacy policy.

 

What happens next?

1. Arranging an initial consultation

First you can expect to receive an email from our team within 48 hours to find a suitable time that works for you, to arrange a voice or video call for an initial consultation.

2. Your consultation 

During this consultation, a member of the team will discuss your situation with you to understand your requirements and answer any questions you might have about Adam & Company and the services that we provide.

3. Referral to a Wealth Planner or Investment Manager

If you decide to progress with us, you will be referred to one of our Wealth Planners or Investment Managers to discuss your situation and requirements in more detail. They will then design a bespoke proposal detailing a unique investment portfolio that matches your individual requirements and attitude to risk, to meet you and your family’s needs.

4. Working with you long-term

With our wealth planning and investment management professionals, your wealth is in expert hands. We will always keep you informed about your investment portfolio and performance and will continue to work with you to build our relationship on your terms. We can meet with you face-to-face, by phone or by email, whichever is more convenient for you. You can also access your account online at any time through our app. Our wealth management professionals are always readily available to speak with you.

 

Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.