Adam Bell
Partner
Focus: ensuring the behind the scenes things work
As well as advising a select number of clients, I am the Compliance Officer for the firm, ensuring correct procedures are in place to comply with the many regulations applicable to investment firms. I am also responsible for the firm’s IT systems.
Time with us:
Since 1990
Time in the industry:
Since 1982
Passion:
Providing a first class service to clients and ensuring all of the firm’s operations put the needs of the clients first.
Interests:
Outside of the office, I do a lot of volunteer work for the sustainable transport charity Sustrans, including manning information stands at events, and running Dr. Bike sessions for checking mechanical issues with people’s bikes. I’m also qualified as a cycle trainer to teach people to ride and also organise and lead bike rides for both Sustrans and Cycling UK for large groups of cyclists.
Qualifications:
DipPFS
Contact:
01582 461122
