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

Address: 5 Chalfield Glebe, Bradford-on-Avon BA15 1GJ, United Kingdom.
Phone: 7468897479.
Website: financialadviserbath.com
Specialties: Financial consultant.
Other points of interest: Online appointments.
Opinions: This company has 87 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Adam Cockerham FPFS - Chartered Financial Planner

Adam Cockerham FPFS - Chartered Financial Planner 5 Chalfield Glebe, Bradford-on-Avon BA15 1GJ, United Kingdom

⏰ Open Hours of Adam Cockerham FPFS - Chartered Financial Planner

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

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Adam Cockerham FPFS - Chartered Financial Planner

Con base en las opiniones y datos disponibles, Adam Cockerham FPFS - Chartered Financial Planner parece ser una empresa de asesoría financiera sólida con una gran reputación en la comunidad.

Adam Cockerham tiene una dirección en Address: 5 Chalfield Glebe, Bradford-on-Avon BA15 1GJ, United Kingdom. y un teléfono Phone: 7468897479. Su sitio web es Website: financialadviserbath.com.

Especialidades

Adam Cockerham se especializa en asesoría financiera y tiene una gran experiencia en Financial consultant. Su enfoque es proporcionar soluciones personalizadas para las necesidades financieras de sus clientes.

Otras características

Algunas de las características notables de Adam Cockerham incluyen Online appointments, lo que le permite a los clientes programar consultas en línea de manera conveniente.

En general, Adam Cockerham parece ser una empresa confiable y con una gran reputación, con una media de opinión de 5/5 en Google My Business, lo que indica una gran satisfacción de sus clientes.

Opiniones

Las opiniones de los clientes de Adam Cockerham son muy positivas. Algunos clientes han expresado su satisfacción con su asesoría financiera, destacando su personabilidad, responsividad

👍 Reviews of Adam Cockerham FPFS - Chartered Financial Planner

Adam Cockerham FPFS - Chartered Financial Planner - Bradford-on-Avon
Tommy T.
5/5

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.

Adam Cockerham FPFS - Chartered Financial Planner - Bradford-on-Avon
Dave O.
5/5

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!

Adam Cockerham FPFS - Chartered Financial Planner - Bradford-on-Avon
Roger P.
5/5

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.

Adam Cockerham FPFS - Chartered Financial Planner - Bradford-on-Avon
Ravi S.
5/5

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.

Adam Cockerham FPFS - Chartered Financial Planner - Bradford-on-Avon
Nigel R.
5/5

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.

Adam Cockerham FPFS - Chartered Financial Planner - Bradford-on-Avon
Stephen M.
5/5

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.

Adam Cockerham FPFS - Chartered Financial Planner - Bradford-on-Avon
Tom M.
5/5

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.

Adam Cockerham FPFS - Chartered Financial Planner - Bradford-on-Avon
Charlotte B.
5/5

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!

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