Being both a Chartered Financial Planner, and Fellow of The Personal Finance Society, I am proudly amongst the most qualified Financial Advisers in the UK. This provides peace of mind that I have gone above and beyond the minimum requirements, through many rigorous examinations and industry experience, to ensure that your financial matters are dealt with by a highly qualified professional.
Nothing is more valuable to me than the satisfaction of my clients, and the relationships we build. The fact that my clients are pleased with my work and are happy to leave me reviews, and refer their friends and family to me is the biggest reward of all. Please visit my Google listing to read some testimonials from people I've worked with. Down to earth, friendly and jargon free is the way I like to conduct my business.
We will work together to get your finances in good shape, with open and honest discussions, where you control the pace. When many people think of Financial Advisers, many might think of them as a bit 'stuffy', 'slick', 'flashy' or 'pushy'.
Nothing is more valuable to me than the satisfaction of my clients, and the relationships we build. The fact that my clients are pleased with my work and are happy to leave me reviews, and refer their friends and family to me is the biggest reward of all. Please visit my Google listing to read some testimonials from people I've worked with. Down to earth, friendly and jargon free is the way I like to conduct my business.
We will work together to get your finances in good shape, with open and honest discussions, where you control the pace. When many people think of Financial Advisers, many might think of them as a bit 'stuffy', 'slick', 'flashy' or 'pushy'.
Services
My name is Adam Cockerham and I am a Chartered Financial Planner based in Bath, Bradford on Avon, and the South West of England.
I moved here from Leeds 5 years ago, after meeting my wife, Sophie.
We live at home with our son, Arthur and cat, Elvis.
I got into Financial Planning as I have a genuine passion and aptitude for numbers, macroeconomics and personal finance.
I love doing what I do, because I get to spend every day working in a field that I find so very interesting, whilst helping people make more of their situation and building long-lasting relationships with them.
I moved here from Leeds 5 years ago, after meeting my wife, Sophie.
We live at home with our son, Arthur and cat, Elvis.
I got into Financial Planning as I have a genuine passion and aptitude for numbers, macroeconomics and personal finance.
I love doing what I do, because I get to spend every day working in a field that I find so very interesting, whilst helping people make more of their situation and building long-lasting relationships with them.
The world of investing can seem alien to many.
It is often plugged with unnecessary jargon and confusion, which can seem very off-putting.
I pride myself in working in a very down to earth and friendly way with my clients, to help them work out a good home for their hard-earned.
With returns on savings at all-time lows, inflation can be a significant risk to the buying power of your money over time.
A detailed appraisal of your tax position, wider assets, emergency funding and attitude towards investment risk can help identify what might be suitable for you.
It is often plugged with unnecessary jargon and confusion, which can seem very off-putting.
I pride myself in working in a very down to earth and friendly way with my clients, to help them work out a good home for their hard-earned.
With returns on savings at all-time lows, inflation can be a significant risk to the buying power of your money over time.
A detailed appraisal of your tax position, wider assets, emergency funding and attitude towards investment risk can help identify what might be suitable for you.
Helping you successfully build on your finances for retirement, then helping you safely take it back out again, for an enjoyable and sustainable retirement.
Whether you're looking to accumulate for the future, or take an income and begin your retired life, the decisions you make can have a profound effect on the longevity and effectiveness of your money.
I work closely with my clients to appraise existing savings pots, assess suitable extraction rates based on the individual tax positions, existing assets and income needs.
Whether you're looking to accumulate for the future, or take an income and begin your retired life, the decisions you make can have a profound effect on the longevity and effectiveness of your money.
I work closely with my clients to appraise existing savings pots, assess suitable extraction rates based on the individual tax positions, existing assets and income needs.
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