I am a personal financial advisor in the fields of wealth management and personal financial planning, who helps high-net-worth individuals, expats and those who struggle to find the right investment solutions locally.
My wealth management advice can help you to achieve financial independence, no matter where you are in the world. Essentially, that’s my motto. And my aim is to do better and faster than anybody else!
Why did I start? At 18, I opened my first investment account in the UK. I was left infuriated by the experience.
Firstly, 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. That’s where I come in with the personal financial planning process.
Are you frustrated pained by financial indecision or confused by investing? If so, let’s talk today. Also consider joining our Forum!
I am a published author on Amazon, and featured in some of the world’s biggest publications as a wealth management advisor.
Client Success Stories
Nikolaos in the UK shares his experience with my financial consulting service on YouTube.
“Adam, You’ve ever been professional. always keen to find out thebest tailored solution adjusted to my needs and requirements. It wasreally a pleasure to have been one of your customer during the 5last years in Cambodia.”
“Adam is detailed-oriented and I was very comfortable prior to and after the purchase of my policies and other products from him. He was straight-forward and to-the-point; I know he was always looking out after my best interests.”
“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.”
“He can sometimes come across too stern but that is only because he is a highly professional financial consultant that is very serious about his work and providing the utmost care and reliability towards handling his clients investments. A confident person and an excellent communicator.”
“It is 2019 and Adam is a pioneer. I have referred him to close friends and colleagues and i highly recommend him.”
“Adam has developed a thorough understanding of the financial markets which helps clients to invest wisely. In every field, his expertise grows year by year.“
Are we a good fit?
I 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.
Three Service Areas
High Net Wealth Services
Do you have $1M or more? Are you juggling many financial priorities? Our high net wealth solution department looks after everything from wealth management to second residencies and passports.