Adam & Company Wealth Management
Chelsea McCormack ACSI has a strong background in the financial sector, with experience in investment support, client onboarding, operations, and archiving roles. Chelsea has worked at Adam & Company Wealth Management and RBS, demonstrating their expertise in providing high-quality customer service and support. Chelsea continuously seeks to enhance their knowledge and skills through various certifications from renowned institutes in the financial industry. Chelsea is known for their professionalism, attention to detail, and dedication to ensuring client satisfaction.
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Adam & Company Wealth Management
At Adam & Company, our priority is to look after your wealth carefully, expertly and consistently. Based in Scotland, we offer a full spectrum of wealth management services, including discretionary investment management and wealth planning. Your personal investment manager will create and maintain a unique relationship with you, based on your wishes and putting your interests first. We are passionate about investing, constantly exploring new opportunities and assets for our clients. Through our links to Canaccord Genuity Wealth Management we have access to an extended range of asset classes and geographies, including global equities and small caps.