Adam Bell
Partner
Focus: ensuring the behind the scenes things work
As well as advising for 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:
I am a keen cyclist and enjoy 50 – 100 mile trips around the country to keep fit.
Qualifications:
DipPFS
Contact:
01582 461122