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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. Please note, we do not offer a one-off share sale service below these amounts.

If you are interested in career opportunities at Adam & Company, then please do not use this form to get in touch. Instead, please email us: to find out more.

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. 

Preferred contact *
Are you an intermediary? *

An intermediary provides a middle ground between their clients and our investment management services.

Intermediaries include IFAs, international advisers, lawyers, insurance companies, accountants, trust companies, charities, family/multi-family offices and other third-party introducers, providing a service for their individual clients or the charities or organisations that they represent.

If this does not describe you, simply select no and move on to the next question.

Which of these services are you interested in? (optional)

Financial planning

Our independent financial advisers can help you plan all aspects of your financial future. Our planning services include:

  • Retirement planning
  • Inheritance tax planning
  • Long term care planning
  • Business financial planning
Which of these services are you interested in? (optional)

Investment management services

  • Discretionary investment management
  • IHT portfolio service
  • ESG portfolio management
  • Small-cap investing
  • Specialist investment management services

Wealth planning

Our independent wealth planners can help you with different aspects of your financial plans including:

  • Retirement planning
  • Estate planning - including family and business succession planning
  • Intergenerational wealth transfer
  • Later life care planning
  • Protection services


If you take an active interest in financial markets and wish to make your own investment decisions, our award-winning stockbroking services will enable you to trade in UK equities, including smaller companies, international equities, fixed interest securities, preference shares, investment trusts, offshore funds and more.

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.