Fundment
Adam Foster is an experienced professional in platform management and online support within the financial services sector. Currently serving as Platform Manager at Fundment since March 2023, Adam previously held the position of Online Support Manager at Transact from January 2022 to March 2023, where responsibilities included providing assistance to Independent Financial Advisers (IFAs) and paraplanners, enhancing business relationships, and improving service efficiency. Prior roles at Transact as an Online Support Administrator and at Southern Co-op as a Customer Service Representative further developed customer service and operational skills. Educational background includes A Levels in Business, Economics, and Geography from Lingfield College, along with prior experience in retail at Waitrose & Partners. Adam also completed a three-day work experience program at St. James’s Place Wealth Management, gaining valuable insights into the financial industry.
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Fundment
Fundment is where discretionary fund management meets digital investment technology. The firm has developed an integrated solution for financial advisers and enterprise clients in the UK which enables them serve wider range of customers than previously. Fundment's technology are being used by advisers in the UK today to deliver a suitable,goal-based asset allocation and advice, integrated discretionary investment management and automated account management which reduce regulatory headache for advisers. Fundment is authorised and regulated by the Financial Conduct Authority and is an HM Revenue & Customs approved ISA plan manager.