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Derek Adam

Financial Planner

Derek Adam

Forfar Office, Perth Office,
T: 07557 574060
E: derek.adam@jcwealth.co.uk
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Derek is a Financial Planner based in our Perth office. He joined our Wealth team in 2013 and has been in the financial sector since 1998.

Derek provides a full range of financial planning solutions in all areas of financial planning. He works very closely with other professionals, providing in-depth advice on developing and implementing suitable planning strategies to give clients the confidence and peace of mind to focus on important things such as family and a comfortable future.

Specialisms

  • Auto-enrolment (workplace pensions)
  • Inheritance tax mitigation & estate planning
  • Pre and post retirement planning
  • Personal and business protection
  • Savings & investments
  • Inter-generational planning

Expertise

Qualifications

  • DipFA

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