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

Tommy T.

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.

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!

Roger P.

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 S.

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 R.

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.

Stephen M.

Adam has looked after my pension arrangements for the last few years and helped restructure my pensions. My previous advisor had not been able to continue advising me and Adam stopped me making a potentially damaging transfer. He is very personable and takes a great interest in you as an individual. I have been very happy with the investment service he has provided.

Tom M.

I highly recommend Adam to anyone looking for sound financial advice. Not only does Adam provide detailed, complex information in a clear and concise manner, but he does so in a pleasant and personable way. Adam has been thoroughly well prepared each time we’ve met and has been able to answer all my questions which has allowed me to make informed decisions. Adam has also swiftly followed up our discussions with summary emails and further information when I’ve requested it which I greatly appreciate. I look forward to working with Adam long into the future.

Charlotte B.

Adam has been fantastic with his guidance for me and my partner, he managed to get us a brilliant mortgage and life cover. He has been thorough and responsive throughout the whole process, whilst providing insightful advice for us both. Would 100% recommend!