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.
