Adam Cockerham FPFS - Chartered Financial Planner
5 Chalfield Glebe, Wiltshire, United Kingdom
About Adam Cockerham FPFS - Chartered Financial Planner
Adam Cockerham FPFS - Chartered Financial Planner is a prestigious financial institution located at 5 Chalfield Glebe, Bradford-on-Avon BA15 1GJ in the United Kingdom. The establishment provides exceptional financial planning services to clients across the country, and the surrounding areas, offering a range of expert advice, guidance and support in all areas of finance.
Their team of highly qualified and experienced professionals are dedicated to delivering bespoke, personalised services that cater to the individual needs and requirements of each client. Specialising in wealth management, financial planning, investment planning, pensions and retirement, inheritance tax planning and many more financial services, they offer comprehensive solutions to help clients achieve their financial goals and aspirations.
As a Chartered Financial Planner, Adam Cockerham and his team uphold the highest standards and ethics in the financial planning industry. They pride themselves on offering a transparent, honest and trustworthy service to clients, delivering sound and valuable advice that puts their clients' interests first.
At Adam Cockerham FPFS - Chartered Financial Planner, they understand that every client is unique, with different financial objectives and priorities. That's why they take a collaborative approach, working closely with clients to create bespoke financial planning strategies that are tailored to their individual needs, lifestyle and aspirations.
Overall, Adam Cockerham FPFS - Chartered Financial Planner is a premier establishment in the finance industry and a point of interest for those seeking financial planning services in the UK. Their commitment to excellence and their reputation for delivering outstanding results make them a leading choice for clients looking for expert financial advice and guidance.
Photos of Adam Cockerham FPFS - Chartered Financial Planner
5 Chalfield Glebe, Bradford-on-Avon BA15 1GJ, United Kingdom
Opening hours of Adam Cockerham FPFS - Chartered Financial Planner
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Adam Cockerham FPFS - Chartered Financial Planner
"Adam is a consummate professional. Very easy to talk to, always helpful and very responsive. Highly recommend."
"Adam has a very flexible approach and was interested in how I wanted my investments to work for me. In my case, it was mainly to shield my investments from inheritance tax and a double bonus was that I was able to save on income tax as well. He makes an effort to get to know his clients and what makes you tick. Highly recommended."
"Adam has looked after my pension arrangements for the last few years and helped restructure my pensions. My previous advisor had not been able to continue advising me and Adam stopped me making a potentially damaging transfer. He is very personable and takes a great interest in you as an individual. I have been very happy with the investment service he has provided."
"Adam has been supporting me for just under a year now on both private pension and other investments. Wherever your location Adam can support you as we have had a mix of virtual meetings and face to face. Adam stands out from other advisors due to the time he dedicates to his clients. He’s incredibly responsive and really makes an effort to understand your individual needs, appetite to risk etc. Adam’s also not afraid to challenge where appropriate which I have really valued. When the market is a bit volatile it’s easy to lose sight of your long term strategy for short term security. He takes on board your concerns but is not afraid to push back if he thinks your decision will adversely affect your long term plans."
"Adam has certainly lived up to his 5 star reviews. His friendly, professional approach immediately put me at ease and I have felt confident in my investment choices knowing Adam took the time to fully understand my attitude to risk and what I hoped to achieve in my retirement. He is clearly very knowledgeable and enjoys what he does, I look forward to working him and his team over the coming years."
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