Adam Carolan

Adam Carolan has a diverse work experience in the financial planning sector. In 2005, they started their career at Aegon as a Sales Support. Adam later joined Xentum Ltd in 2008 and held the role of Financial Planner until 2017. From 2018 to 2021, Adam served as the Managing Director at Xentum Ltd. In 2016, they co-founded NextGen Planners, an organization focused on training and providing a community for the Next Generation of Financial Planners in the UK. Currently, Adam is the Head of Growth at Becketts, where they are responsible for strategic growth directives for the Becketts adviser team and is a member of the Board.

Adam Carolan attended Altrincham Grammar School for Boys from 1994 to 2001. Adam then pursued a BA(Hons) degree in Business Finance at Durham University from 2001 to 2004, earning a 2:1 classification. In terms of additional certifications, Adam became a Fellow of the Personal Finance Society in August 2014 through The Personal Finance Society. Adam also obtained a Certificate of Discretionary Investment Management in March 2014 from the Chartered Insurance Institute. The information does not provide details for the completion of the Advanced Financial Planning Certificate or Chartered Financial Planner qualifications.