Senior Partner Practice of St. James's Place Wealth Management
Adam’s values are aligned to the company vision to provide a holistic service to ensure that all clients’ specific needs are met. He has recently joined Regency Financial Planning after working as an IFA and previously with his Dad in a family run independent financial advising business for over 6 years. He is level 4 qualified in Financial Services and is working towards Level 6 and Chartered Status.
His personal areas of interest are in working with high net worth clients and business owners who may have complex taxation and estate issues. He also advises on:
Pensions & Retirement Planning
Inheritance Tax Planning
Personal and Corporate Protection
Contact Adam Carnall - Wealth Management Consultant
Tel: 01924 666600
Mobile: 07946 557527
Click to Email
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Regency Financial Planning is a trading name of Regency Wealth Ltd. Regency Wealth Ltd is registered in England and Wales, Number 7970712. Registered Office: Unit 6 Calder Close, Calder Park, Wakefield, West Yorkshire, WF4 3BA.