Adam Claridge
DipPFS, SOLLA
Adam has been providing clients with personal and corporate Financial Planning and Wealth Management advice since 1989 and, during this time, it’s become increasingly apparent just how important the areas of Long-Term Care and Later Life Planning has become to our clients and their families.
Specialisms:
About
Adam is an accredited adviser with SOLLA (the Society of Later Life Advisers) and works within the stringent guidelines and requirement that SOLLA expect from all the financial advisers they accredit.
Adam considers it a privilege to be able to help individuals and families, in what could be a very anxious and challenging time.
In addition to providing focussed advice for those seeking help with care fees planning, Adam also takes into consideration Inheritance and Estate Planning, Investment and Retirement Planning and the effects of these on all generations of the family. He also specialises in advice for Trustees.
Outside of work Adam enjoys cooking (especially Italian and ‘Indian’ food) and both watching and taking part in Rugby Union. He is also a keen walker – which is good news for the latest addition to his family, a Border Terrier called Dorha!
Charity also plays an important part in his life and Adam avidly supports the work of the St. James's Place Charitable Foundation and the RNLI. He is also a lifelong member and supporter of the Woodland Trust.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
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.
