Haven Wealth Management Limited

Partner Practice of St. James's Place Wealth Management

Adam Findon, Paraplanner

Adam began a varied career in Financial Services in 1991 and enjoyed a number of roles before leaving the industry in 2014 to set up his own business as a Paraplanner. Adam began working with Darren and Kerrie in 2017 and has specific responsibility for the preparation and administration of financial reports for clients, Pension & Investment product research and use of analytical software to review their existing arrangements.