Generational Wealth Planning.

Lineage Wealth

About

I’m Adam, an Independent Financial Adviser who is passionate about providing a bespoke and comprehensive service to all generations. The service I provide is all about you, as the more I understand about what you are looking to achieve and why, the better I can tailor a financial plan specific to your circumstances, and overarching objectives.

I have a solid foundation in the industry, having started back in 2018, and I am authorised by Grosvenor Consultancy Ltd, who look after approximately £500m of client money.

Outside of work, I enjoy playing golf, running, and taking hikes with my wife, Libby, and our two Cockapoo’s, Chester and Willow.

More about Lineage Wealth.

What do we do?

At Lineage Wealth, we are committed to advising all generations, addressing a wide variety of financial needs. Whether you’re planning for retirement, seeking tax saving strategies, looking to secure a mortgage for your first property, or trying to make sense of investments, we bring a wealth of expertise and knowledge to support you.

Our Services >

 

Take control of your financial future today. The initial consultation is on us!

Get in touch

  • S Seaman

    Adam helped me transfer money into a pension. He explained everything carefully and has always been on hand if I need to discuss anything. Would highly recommend

  • C Belcher

    Adam helped me and my partner with our first mortgage and was so professional and knowledgeable throughout . He could answer all our questions and explained the process from start to finish, I would definitely recommend speaking to Adam

  • M Stone

    Adam’s understanding of my needs and his ability to go above and beyond was second to none, I’d definitely recommend his services.

  • C Endicott

    Adam is a dedicated and intelligent professional. His experience and outlook on things are refreshing and insightful to the point that taking his advise is a no-brainer. Would highly recommend to anyone.

  • J Seaman

    Amazing service. Great advice and made it so simple to understand! Couldn’t recommend highly enough 👍

  • R Ainscow

    Great service! Adam offers the most thorough and personal service for his clients. Both characteristics are vital for me regarding qualities I look for in financial advisor. Highly recommend.

  • A Warner

    We used Adam at Lineage Wealth to get our first mortgage, everything was explained clearly and in terminology we understood (as it was all so new to us) Great communication throughout too, we would highly recommend.