Adam Thompson Fpfs
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Adam Thompson Fpfs Email & Phone Number

Chartered Financial Planner, Senior Specialist Dental Financial Consultant at Wesleyan Assurance Society at Wesleyan Assurance Society
Location: England, United Kingdom, United Kingdom 5 work roles 2 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Chartered Financial Planner, Senior Specialist Dental Financial Consultant at Wesleyan Assurance Society
Location
England, United Kingdom, United Kingdom
Company size

Who is Adam Thompson Fpfs? Overview

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Quick answer

Adam Thompson Fpfs is listed as Chartered Financial Planner, Senior Specialist Dental Financial Consultant at Wesleyan Assurance Society at Wesleyan Assurance Society, a company with 1200 employees, based in England, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Adam Thompson Fpfs.

Adam Thompson Fpfs previously worked as Chartered Financial Planner, Senior Financial Consultant at Wesleyan Assurance Society and Independent Financial Adviser at Beacon Asset Management. Adam Thompson Fpfs holds Fpfs, Chartered Financial Planner from Chartered Institute Of Insurers.

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Email format at Wesleyan Assurance Society

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Wesleyan Assurance Society

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Profile bio

About Adam Thompson Fpfs

As a Specialist Dental Financial Consultant my overarching philosophy is to put my clients in an informed position in all areas of their financial needs. By taking time and through carefully understanding my client needs I am able to help my clients prioritise objectives and construct a plan of action that enables my clients to achieve their current and future goals and ambitions.By only dealing only with Dental Professionals and their families, I have built up significant knowledge in the dental industry in order that I can easily understand not only personal priorities but also business priorities such as complying with HTM 01-05, CQC and other current areas of legislation.I pride myself on being able to discuss complex financial matters in a easy to understand manner and being able to build long term relationships with my clients, through regular financial checkups that enable us to adapt to changing economic climates.I also take an interest in my personal development and have achieved Chartered Financial Planner status and Fellowship of the Chartered Institute of Insurers. I am currently considering studying a Masters in Wealth Management.Outside of work, I enjoy spending time with my wife and two children, Ben and Gabriella, travelling around Europe following F1 and can be often found out in the countryside on a mountain bike.

Current workplace

Adam Thompson Fpfs's current company

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Wesleyan Assurance Society
Wesleyan Assurance Society
Chartered Financial Planner, Senior Specialist Dental Financial Consultant at Wesleyan Assurance Society
sandwell, sandwell, united kingdom
Website
Employees
1200
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5 roles

Adam Thompson Fpfs work experience

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Chartered Financial Planner, Senior Financial Consultant

Current

Reading, United Kingdom

Apr 2010 - Present

Independent Financial Adviser

Beacon Asset Management

Marlow

Jun 2009 - Apr 2010

Bulk Annuity Support Manager

Reading, United Kingdom

Jan 2002 - Dec 2007
Team & coworkers

Colleagues at Wesleyan Assurance Society

Other employees you can reach at wesleyan.co.uk. View company contacts for 1200 employees →

2 education records

Adam Thompson Fpfs education

Fpfs, Chartered Financial Planner

Chartered Institute Of Insurers

Education record

Chartered Institute Of Insurers

Qualifications including: Fellowship of the CII Chartered Financial Planner: Advanced Diploma in Financial Planning Advanced Diploma Unit.

FAQ

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What company does Adam Thompson Fpfs work for?

Adam Thompson Fpfs works for Wesleyan Assurance Society.

What is Adam Thompson Fpfs's role at Wesleyan Assurance Society?

Adam Thompson Fpfs is listed as Chartered Financial Planner, Senior Specialist Dental Financial Consultant at Wesleyan Assurance Society at Wesleyan Assurance Society.

Where is Adam Thompson Fpfs based?

Adam Thompson Fpfs is based in England, United Kingdom, United Kingdom while working with Wesleyan Assurance Society.

What companies has Adam Thompson Fpfs worked for?

Adam Thompson Fpfs has worked for Wesleyan Assurance Society, Beacon Asset Management, Prudential Assurance, Prudential Uk, and Holiday Inn Reading South.

Who are Adam Thompson Fpfs's colleagues at Wesleyan Assurance Society?

Adam Thompson Fpfs's colleagues at Wesleyan Assurance Society include Jay Daniels, Ellen Doherty, William Adams Dipfa Cemap, Gareth Cross, and Oliver Adamkiewicz.

How can I contact Adam Thompson Fpfs?

You can use AeroLeads to view verified contact signals for Adam Thompson Fpfs at Wesleyan Assurance Society, including work email, phone, and LinkedIn data when available.

What schools did Adam Thompson Fpfs attend?

Adam Thompson Fpfs holds Fpfs, Chartered Financial Planner from Chartered Institute Of Insurers.

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