Adam Roberts

Adam Roberts is a Partner and Chartered Financial Planner at The Penny Group since November 2010, providing comprehensive financial services tailored to individual and corporate clients. Responsibilities include conducting thorough audits of client circumstances, developing achievable financial plans aligned with life goals, and offering ongoing consultancy and reviews to adapt to changing needs. Prior to this role, Adam served as a Senior Financial Advisor at Openwork Ltd, focusing on a wide array of financial planning services for individuals and businesses. Adam holds a Bachelor of Science degree in Mathematics from the University of Exeter, complemented by a strong educational background from Bromsgrove School and Eversfield.