- Locations
- Bristol
- Phone number
- 0117 0279390
Adam joined RBC Brewin Dolphin in 2025 and is a Wealth Manager in our Bristol office. He is responsible for managing portfolios on behalf of private clients, trusts and intermediary partners. He also specialises in managing business exits and working closely with corporate finance teams within the southwest region.
He takes a long-term, relationship-led approach, working closely with clients to understand their personal and financial objectives, allowing him to build personalised portfolios and investment solutions.
Adam started his career in financial services in 2015 as a Stockbroker and later spent several years at Standard Life Aberdeen and LGT Wealth Management where he developed strong expertise across investment management and wealth planning. He is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).