Wellesley
Adam Marchant is a Financial Advisor at Wellesley since February 2023, bringing diverse experience in financial services. Previously, Adam served as a Lifetime Mortgage Adviser at Unleash Equity, where valuable insights were gained alongside experienced advisers. Adam's background includes a role as a Data Analyst at the Ministry of Education of New Zealand, managing International Student Levy data, and working as a Custodial Services Officer at Public Trust, reconciling investment accounts. Early professional experiences include positions as an Equities Analyst at Medallion Financial Group, a Learning Advisor at Cluey Learning, and an Outbound Sales Representative at Freedom Insurance. Adam's career began with roles as a Financial Analyst and Pension Administrator at Legal & General and Aegon, respectively, along with a debt collection role at EDF Energy. Educational qualifications include multiple certifications from the Chartered Insurance Institute and a diploma in Regulated Financial Planning.
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Wellesley
We are Wellesley, a team of highly experienced financial experts dedicated to fulfilling your wealth’s potential. We pride ourselves on offering a personalised service that focuses on your own interests and aspirations, and aim to create long-lasting relationships between our clients and advisers. We believe financial advice is something that everyone can benefit from, as it is about taking the best possible care of you and your family’s financial needs, giving you security for the future. Find out more about us here: https://www.wellesleywa.co.uk/about-us/ We have a unique, forward-thinking approach to financial planning. We understand that your financial situation is unique. This understanding informs everything we do, and it’s why we offer you a single relationship to meet all your financial needs. One adviser, one point of contact, one highly personalised service. Find out more about our dedicated team of advisers here: https://www.wellesleywa.co.uk/about-us/our-people/ Whether you’re looking for guidance on your personal wealth or need advice about managing corporate finances, our specialists will work with you to create a bespoke solution and provide tailored, professional advice. Wellesley is underpinned by St. James’s Place, which guarantees the suitability of the advice we provide, giving our clients an added level of protection. The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved