Adam Stone

Adam Stone

Advising clients since: 1996

Qualifications: BEng(Hons) ACGI, DipPFS

Areas of expertise: Pre-retirement planning; executive/occupational pension scheme advice; At-retirement planning


Although Adam can cover most areas of financial planning, he now specialises in pension related advice: general retirement planning; 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 son and lives in West Sussex. When away from the office, among other pastimes, he enjoys photography and watching live sports, particularly NHL ice-hockey. He also plays drums in a band formed in the early nineties and still going strong.