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

The tool aiming to streamline financial planning processes

The tool aiming to streamline financial planning processes

29th June 2021

My Experiences using FE fundinfo – FE Analytics

My Experiences using FE fundinfo – FE Analytics

5th August 2020

My experiences using Intelliflo – Intelligent Office

My experiences using Intelliflo – Intelligent Office

22nd July 2020

What are the benefits and other things to think about

What are the benefits and other things to think about

31st March 2020

This post is password protected. Enter the password to view comments.

×

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.