Adam Waller

Financial Administrator

Born and raised in sunny Lincoln, Adam lives with his Partner Danielle and her parents. Danielle has recently graduated as a midwife, and is starting her career in midwifery. Together, they are looking to buy there first house early next year.
Outside of work, Adam rides his Yamaha Fazer FZR600 around the country and is looking to explore further afield next year. Previously a member of a regional volleyball team, Adam is now part of a local six a side football team playing in defense three times a week, and of course, supports his hometown football club Lincoln City.

 

Adam officially joined us earlier this month and brings with him a whole bunch of knowledge and qualifications, including the London Institute of Banking & Finance level 3 Certificate & Diploma. Having previously worked in the building industry, Adam made the move to Financial Services in September 2016 and is currently working towards his Diploma in Regulated Financial Planning.

 

Adam is located at our Beaumont Fee office. His main role is to support Kev Thornton & Dan Monohan, as well as preparing our client meeting packs and keeping on top of all general administration tasks.

View other team members

Tina Weeks

Managing Director &
Financial Life Planner

Clive Thompson

Director,
Head of Business Standards &
Financial Life Planner

Jeremy Squibb

Director,
Head of Life Planning &
Financial Life Planner

Dan Monahan

Senior Client Relationship Manager

Ian Kemp

Financial Life Planner

Karen Lang

Senior Client Relationship Manager

Hollie Simpson

Client Relationship Manager

Sue Thompson

Client Relationship Manager

Lauren Oakley

Client Relationship Manager

Kevin Thornton

Financial Life Planner

David Onwuejeogwu

Financial Planner

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