Adam Keith Dip Cii Email & Phone Number

Southampton, England, United Kingdom

Managing a team of 10 independent advisers, helping them in every way I can to ensure they can focus on positive and thoughtful advice for their clients.

Southampton, United Kingdom

Helping individuals and business owners to grow and protect thier wealth, with a view to have a happy and relaxed retirement.I believe that a free initial meeting is the best way to give the client a chance to learn how I can help them and allow us time to get to know each other.The areas I advise in are:- Wealth Management- Personal pension - Group Pension schemes- Auto Enrolment- Tax Efficient Personal investments - Inheritance tax planning- Family… Show more Helping individuals and business owners to grow and protect thier wealth, with a view to have a happy and relaxed retirement.I believe that a free initial meeting is the best way to give the client a chance to learn how I can help them and allow us time to get to know each other.The areas I advise in are:- Wealth Management- Personal pension - Group Pension schemes- Auto Enrolment- Tax Efficient Personal investments - Inheritance tax planning- Family protection- Life and critical illness protection- Income protection- Business protection ( E.g. Key man, Shareholder Schemes) Show less

Portsmouth, United Kingdom

Using my knowledge and experience of compliance and financial service products my role is to review advice given, to ensure it meets with all the regulations provided by RBS and the FCA. Overall confirming the customer received the best advice possible. I was reviewing a wide range of products and advice channels, from different time frames. A lot of discussions and reading about changing regualtions and ensuring that the files i was checking was done to the highest and msot recent standards.

Farnham

To review client’s current financial situations and future plans, then using this information build a recommendation based on the solutions NatWest offers in respect of investment, protection and retirement planning. In which this is all done in a compliant manner to set specific targets. Covered a variety of areas, but mainly focused in Farnham, Haslemere and Aldershot. I would work closely with the people within the branches to ensure customers were aware of how Natwest could help them.

With 10 to 15 of the company’s top clients, my main role was to keep a close relationship between the client and market makers, ensuring they are getting the maximum results from the direct marketing campaign. By understanding the clients business and needs, while working closely with the team involved, I was able create if needed improvements to the direct marketing campaign to ensure it was performing to its full potential. Then using this information I had gathered I could build a business… Show more With 10 to 15 of the company’s top clients, my main role was to keep a close relationship between the client and market makers, ensuring they are getting the maximum results from the direct marketing campaign. By understanding the clients business and needs, while working closely with the team involved, I was able create if needed improvements to the direct marketing campaign to ensure it was performing to its full potential. Then using this information I had gathered I could build a business case to ensure they use Market Makers moving forward for all direct marketing and other forms of marketing they have in place or planned. Show less

Responsible for a customer base of 145 companies based within the Corporate and SME horizontals. My main aim is to achieve and exceed revenue based targets and strengthen relationships. With a strong product and portfolio understanding I search for all areas of opportunity within the customer, ensuring they are fully committed to all products and services Azzurri have to offer.