BSc (Hons) APFS
Chartered Financial Planner
Bristol
Adam is a Charted Financial Planner with a great deal of experience in helping clients achieve their goals and objectives through personalised financial planning and investment strategies.
Adam is from Gloucestershire but started his career on a graduate scheme in London before recently returning to Bristol to advise clients in the South West for a large wealth management firm. He also graduated from the University of Warwick in 2009.
Adam’s approach to financial planning focuses on providing tax-efficient strategies that are entirely based on what you are looking to achieve, whether you require investment management, retirement and estate planning, or protection solutions. This will often include using lifetime cash flow modelling to assess the affordability of your objectives.
Adam also prioritises achieving broad portfolio diversification whilst minimising investment and platform costs so that investors keep more their returns, resulting in significantly higher asset values over the long-term.
All together, Adam is a committed and experienced financial planner that is focused on helping clients achieve their goals through a clear planning and investment philosophy.
I specialise in the following advice services:
Lifetime Financial Planning
Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Wills & Power of Attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Contact Adam Swift, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.