Adam Vanstone, Technical Paraplanner at Trinity Wealth Management

Adam joined us in March 2009, having worked in the financial services industry for 5 years, 2 of which were as an Independent Financial Adviser for another small firm in
St Albans. Adam therefore brings with him a wealth of experience, at both technical and advisory level and will initially be assisting Graham in the report writing and technical aspects of Financial Planning, with the goal being to become a Certified Financial Planner.

Adam currently lives in West Hampstead, London, and enjoys music and sport. Each year he also attempts a new challenge to raise money for The Captain James Philippson Trust, a charity set up in memory of his good friend who tragically died fighting for his country in Afghanistan in 2006. He has so far completed the 3 Peaks Challenge and a 5 day trek through the Fish River Canyon in Namibia.

Qualifications:

• Financial Planning Certificate 1,2 and 3
• MAQ - Mortgage Advice Qualification (CII)
• CF9 - Pension Simplification (CII)
• JO1 - Personal Tax (CII)
• JO2 - Tax and Trusts (CII)
  

To contact Adam email Adam.Vanstone@twm.uk.com