Adam Vanstone - Financial Planner

adam vanstone financial planner st albans hertsAdam has worked in the financial services industry for 13 years and has been advising at Trinity since 2010. Adam is a trusted adviser with a wealth of knowledge and experience and his goal is to become a Certified Financial Planner in the next few years. Adam particularly enjoys the time that he spends with his clients, helping and enabling them to achieve their financial goals by applying sound Financial Planning techniques and Investment Management.

Adam currently lives in Rickmansworth, Hertfordshire, with his wife Krystal and two children. Adam enjoys photography and sport and has completed two 3 Peaks Challenges and a 5-day trek through the Fish River Canyon in Namibia in support of The Captain James Philippson Trust. This Charity was set up in memory of his good friend who tragically died fighting for his country in Afghanistan in 2006.

Qualifications:

  • Financial Planning Certificate 1,2 and 3
  • J05 Pension Income & R02 Investment Principles & Risk
  • MAQ - Mortgage Advice Qualification (CII)
  • CF8 - Long Term Care Insurance (CII)
  • CF9 - Pension Simplification (CII)
  • JO1 - Personal Tax (CII)
  • JO2 - Tax and Trusts (CII)
  • JO5 – Pension Income Options (CII)
  • RO2 – Investment Principles & Risk (CII)

To contact Adam email Adam.Vanstone@twm.uk.com

To enquire about any of the above services – Financial Planning as well as the On-going Review Services please click here,
OR phone +44 (0)1727 851123 Fax +44 (0)1727 858083 or email us on info@twm.uk.com