Adam Bell


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


Providing a first class service to clients and ensuring all of the firm’s operations put the needs of the clients first.


Outside of the office, I do a lot of volunteer work for the sustainable transport charity Sustrans, including manning information stands at events, organising and leading rides for other cyclists and running Dr. Bike sessions for checking mechanical issues with people’s bikes.  As a keen cyclist, I also enjoy doing long cycle rides around the country.




01582 461122