Swann Financial Consultancy
Senior Partner Practice of St. James's Place Wealth Management
Adam joined the team at Swann Financial Consultancy in 2019 as our Receptionist & junior administrator. He has now moved forward in his career and is now a valuable Business Support Administrator.
Previously Adam studied economics, business studies, philosophy & ethics and core maths for A levels. He also has completed work experience within another Wealth Advisory firm and a private equity firm.
When Adam is not at work, he enjoys playing football for a local team and occasionally he goes to watch Nottingham County play.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.