James Adams

Associate Financial Planner

James Adams is a qualified financial adviser specializing in mortgages and financial advice, with a strong focus on pension, retirement, and future financial planning. Currently serving as a Client Administrator at Evelyn Partners since May 2022, James previously worked as an Independent Financial Advisor at Rosemount Financial Solutions from December 2020 to May 2022. James has diverse experience in project management and recruitment, having held junior project manager roles and consulting positions at Imagination, Metis Search, and Pinpoint Partners. Educational qualifications include a Certificate in Mortgage Advice (CeMAP) from LIBF and a Bachelor of Science (BSc) Hons in Economics from Newcastle University.

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