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The tool aiming to streamline financial planning processes

The tool aiming to streamline financial planning processes

About The Author

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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.

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