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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.
To learn more about how enlightened wealth management can help you, fill in the form below. We will ensure that you are matched with a member of our team, that is ideally suited to you and your financial needs.
Adam & Company will process the information you provide in a manner that is compatible with the Data Protection Act 2018 (as may be amended or replaced from time to time) and in accordance with its privacy statement. Your information will not be kept for longer than is necessary.
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.