Select Page

About The Author

mm

Adam joins FTRC from Willis Towers Watson where he spent four years as a paraplanner. Prior to this Adam worked at Succession Group, assisting their advisers in delivering product recommendations to the company’s private clients, and Vintage Financial Ltd, a medium sized London-based IFA firm. As a Research Consultant, leading the development of the AdviserSoftware.com site (publishers of FTRC) and maintaining the Adviser Software Insight report, Adam brings first hand experience as an administrator and paraplanner working for various firms using multiple systems. Outside of work, Adam enjoys spending time with his wife and baby, watching films and follows Manchester United Football Club.

Related Posts

ECOSYSTEMS – QUOTATION PORTALS

ECOSYSTEMS – QUOTATION PORTALS

20th January 2021

ECOSYSTEMS – MORTGAGE PRACTICE MANAGEMENT SYSTEMS

ECOSYSTEMS – MORTGAGE PRACTICE MANAGEMENT SYSTEMS

19th January 2021

ECOSYSTEMS – MORTGAGE AFFORDABILITY

ECOSYSTEMS – MORTGAGE AFFORDABILITY

20th January 2021

ECOSYSTEMS – PORTFOLIO REBALANCING

ECOSYSTEMS – PORTFOLIO REBALANCING

5th February 2021

Leave a reply

Your email address will not be published. Required fields are marked *

×

User Details

Login or Register

Advice Tech Hub

Ecosystems

Highlights from:

We use cookies to track usage of our website using Google Analytics. Click here to opt-out.