Adam holds the Diploma for Financial Adviser (DipFA) and has been awarded professional status by the London Institute of Financial Services (LIFS). Adam has been an independent financial adviser for many years and acts as managing director of the company.
Adam offers holistic advice to individuals and businesses, specialising in investments, pension planning and tax-efficiency strategies. NHS Pension analysis and advice is also a specialist area of advice provided. Adam is very proficient at overall investment planning and portfolio diversification and can help you harness your investments to the best of their capability.
In his spare time, Adam enjoys family days out with his wife and young son, playing golf and watching the Cherries at Dean Court.
Sue holds the Diploma in Investment Planning (DipIP) and has been a financial adviser for over 35 years, having dedicated the past decade to working with Business Professionals and their families.
Sue provides holistic protection and insurance advice in support of each indiviual or business, with a wealth of knowledge and experience helping business and healthcare professionals protect their families. Sue is also a qualified will writer and provides this advice alongside estate planning.
In her spare time, Sue enjoys exercising at the gym, reading, walking and spending weekends with the family.
With over 30 years in financial services and 20 of these years offering private client advice Martin fronts the paraplanning and technical support of FTA Financial & Wealth Management. He has a vast amount of experience in a variety of areas, having worked in a range of financial service roles throughout his career. Martin’s background is in paraplanning, financial planning, portfolio management, and compliance.
Martin assists the advisers and clients with technical support and research for advice. He has multiple qualifications, including the Diploma in Financial Planning, therefore helping the company excel in the quality of advice given. Martin also acts as a valuable client contact and point of contact for queries and assistance.
In his spare time, Martin likes training at the gym and spending time with his family.
Ruby has worked with us for 4 years, having a wealth of previous experience in administration. Ruby has progressed from administrator to now manage the ongoing servicing and new business processing for the firm. She is also currently completing her paraplanning qualifications to further develop her role. In her spare time, Ruby enjoys horse-riding, walking her dog in the forest and days out with family and friends.
Eponine has worked providing insurance advice for many years and joined he firm in 2023 to provide support and advice to our clients. Eponine works closely alongside Sue constructing the appropriate research and advice for protection. She also advises clients direct on a range of insurance needs.
In her spare time, Eponine enjoys watching live music and regularly does volunteer work with her local community.