Adu has a considerable amount of experience in the financial services sector. He initially qualified as a mortgage adviser and subsequently a financial adviser. He has excellent product knowledge, awareness and a thorough understanding of the market and the requirements for compliant sales.
Although Adu possesses broad technical knowledge, he’s still willing to learn and develop further.
Adu has been working with us since August 2021 and helps valued customers to achieve their set objectives.
- Financial planning
- Savings & investments
- Retirement planning & pension reviews
- Mortgages & commercial loans
- Personal insurance
- Tax planning and mitigation
- Inheritance Tax planning
- School fees funding
- Business & corporate planning
- Auto-enrolment services
- Wills & trusts
- Lasting Power of Attorney
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Our team of independent financial advisers have some of the highest qualifications in the UK and they are committed to achieving financial security for their clients.