Adam Stone:
Adam joined the financial services industry in 1996 and joined Westminster Wealth Management in 2003 to work directly for the two senior partners as a paraplanner whilst continuing to look after his own clients.
Since starting at Westminster Wealth Management, he has passed the Advanced Financial Planning Certificate. Adam still covers most areas of financial planning, for individuals, corporate entities or on cases referred by law firms though he now specialises in pension related advice: reviews and consolidation of individuals’ historic pensions; alternative investment within pensions; set-up and administration of group schemes (including annual reviews for employees); pensions and divorce; and options for individuals at retirement age.
Adam is married with one child. His hobbies include photography and ice-hockey. |
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