
About me - An entrepreneur and advisor to expats and high-net-worth individuals
I help high-net-worth individuals, expats and those who struggle to find the right investment solutions locally.
My wealth management services will help you to grow, and preserve, your wealth.
Why did I start? At 18, I opened my first investment account in the UK. I was left infuriated by the experience.
It took an entire month to open the account. Then, they even said they would close down my account if I moved abroad!
It was a time-consuming and depressing process for somebody who just wanted to invest in a painless and profitable way.
So, I fully understand how you feel about finance. Nobody should have to worry about paperwork, difficult decision-making and handling complex financial issues, without a bit of help.
Are you frustrated pained by financial indecision or confused by investing? If so, let’s talk today.
I am a published author on Amazon, with a monthly column on Forbes.
Client Success Stories
- Nikolaos in the UK shares his experience with my financial consulting service on YouTube.
- Tom, an American in Germany, has provided an audio recommendation.


“Adam’s a rare good egg in a field of dodgy pretenders. I highly appreciate his imaginative diversification recommendations, intelligent and personal service. As a bonus he started in Brum (Birmingham UK), like a lot of good ‘ns! :)”
Jon Cotton
“Since working with Adam, he has met and surpassed my expectations of working with financial advisors. From the very beginning, I have been very impressed with his competence not only with his wise and skillful placement of my money but also his very professional organization.
Adam takes an appropriate interest in one’s personal life situation while at the same time keeping focused on identified goals. Honest, reliable, ethical and highly recommended.”

“At first, I was slightly hesitant, as I hadn’t met him. After speaking to one of his existing clients, I decided to go ahead in January. Subsequently my accounts have performed well, up by about 7% so far this year, and I am satisfied with the advice given. What has become useful for me is realizing that Adam is always online and responds quickly, and has global clients, so we can have a long-term relationship no matter where I am in the world.
Adam goes out of the way to give very insightful and realistic tips to manage our personal finance for no additional cost. Highly recommended working with him.”
Ankur PogulaI have become progressively more selective about the clients I take. You should expect certain standards from me, and I expect certain things from my clients.
I expect clients to be long-term orientated, trustworthy, trusting and efficient as I explain here alongside some frequently asked questions.

TWO SERVICE LEVELS – WEALTH MANAGEMENT SPECIALIST
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