Adam Cockerham FPFS - Chartered Financial Planner - Bradford-on-Avon

Dave O

Adam is extremely approachable and friendly by nature. I recently had the pleasure of working with him, and I can't recommend him highly enough!

From our very first meeting, it was clear that he genuinely cared about my financial wellbeing and took the time to understand my unique situation and goals.

Adam has an impressive depth of knowledge regarding financial products and strategies. His ability to explain complex concepts in a clear and relatable manner made the process much less daunting for me. I appreciated how he tailored the advice to fit my specific needs, whether it was retirement planning, investment strategies, or tax optimisation.

What truly sets Adam apart is his commitment to building a long-term relationship. His proactive approach and attention to detail gave me confidence that my financial future was in good hands.

Thanks to Adam, I now have a solid financial plan in place that aligns with my goals and values. I feel more secure and informed about my financial decisions. If you’re looking for a trustworthy, knowledgeable, and dedicated financial adviser, look no further than Adam Cockerham!

Thank you, Adam, for your exceptional service!

Tommy Toner

Adam has provided financial services to both my wife and I for the last few years. He has advised on tax following exiting a business, private pensions and lifetime wealth management. I highly recommend Adam and his team. He is personable, no-nonsense, highly responsive and a pleasure to work with.

Roger Phillips

Adam provided an excellent service and advice for us.
We found him very knowledgeable, approachable and definitely had our best interests at heart.
He is a good communicator and was able to translate for us financial jargon into proper English.
We are confident that he will be our advisor for many years to come.

Ravi Subramanian

Adam is friendly and very, knowledgeable. He takes the time to understand what is important to me and he doesn't try to push things. If I'm unsure about anything he takes the time to explain things clearly, so I am properly informed. He's made my financial planning much easier. My only complaint is I wish I'd started using him years three years ago. Recommended.

Nigel Richards

My experience of working with Adam on a financial plan exceeded expectations. We discussed my future expectations and goals and I received a thorough presentation illustrated by various scenarios that was clearly explained and easy to digest. Highly recommended.

Debbie Lavender

Adam has certainly lived up to his 5 star reviews. His friendly, professional approach immediately put me at ease and I have felt confident in my investment choices knowing Adam took the time to fully understand my attitude to risk and what I hoped to achieve in my retirement. He is clearly very knowledgeable and enjoys what he does, I look forward to working him and his team over the coming years.

Sally Hole

Adam was really helpful and friendly, giving clear advice and helping me make decisions.

Peter Ellis

We have found working with Adam to be a very positive experience. Knowing very little (if anything) about investing he explained in a way that we could understand, and never spoke down to us. Adam is responsive to the interest we have in ethical investment and we feel confident that we are in good and extremely efficient hands. Thank you Adam for making it so easy.