Richard Adamson work email
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Richard Adamson personal email
Following a highly successful induction into Financial Services with the CIS, I spent 10 years in Retail Banking with Halifax/Lloyds where I continued to develop my skills in advising clients, knowledge of the industry and management. I then moved to Prudential Financial Planning and after 6 successful years there was given the opportunity to set up my own business through the newly formed M&G Wealth. I now service a large client bank and aim to grow this through referrals to new clients.Richard Adamson is qualified in Financial Planning and advises on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.
Adamson Financial Planning Ltd
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Director Of Adamson Financial Planning LtdAdamson Financial Planning Ltd Aug 2020 - PresentNorth East EnglandAfter 6 years being employed as an adviser with Prudential I took the opportunity to set up my own business with a view to growing new and existing relationships with clients across the North East of England.
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PartnerPrudential Financial Planning Apr 2015 - Aug 2020Home BasedI joined Prudential after a couple of years away from face to face advice and thoroughly enjoyed my reintroduction. I feel that my time as an Area Manager previously gave me the opportunity to observe many different advisers and take positives from all of them to make myself a well rounded adviser. I thrived on the daily challenges of managing client expectations, risk and compliance and continued to develop myself as an individual regularly, having gained experience dealing with Defined Benefit transfers, Offshore Investments and Trusts during this time. I delivered excellent results through my time with Prudential.
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Local Bancassurance ManagerLloyds Banking Group Jan 2010 - Apr 2015Managed a team of Financial Consultant's to achieve Sales and Risk targets, whilst effectively influencing key stakeholders in Retail Bank. -
Senior Financial AdviserLloyds Banking Group Jan 2008 - Dec 2009Managed a personal sales and risk target as well as train and coach new Financial Advisers into role.
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Financial AdviserLloyds Banking Group May 2005 - Dec 2007Managed personal sales and risk target in Retail Branch environment.
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Financial AdvisorCis Insurance Nov 1999 - May 2005Sunderland, United KingdomAdvised on general insurance, mortgages, protection, pensions and investments.
Richard Adamson Skills
Richard Adamson Education Details
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City Of Sunderland CollegeComputing, Sociology & Psychology. -
Monkwearmouth Comprehensive, Sunderland.
Frequently Asked Questions about Richard Adamson
What company does Richard Adamson work for?
Richard Adamson works for Adamson Financial Planning Ltd
What is Richard Adamson's role at the current company?
Richard Adamson's current role is Director of Adamson Financial Planning Ltd, a partner of M&G Wealth Advice.
What is Richard Adamson's email address?
Richard Adamson's email address is ri****@****net.com
What schools did Richard Adamson attend?
Richard Adamson attended City Of Sunderland College, Monkwearmouth Comprehensive, Sunderland..
What are some of Richard Adamson's interests?
Richard Adamson has interest in Swimming And Watching Football, Spending Time With Family, Health.
What skills is Richard Adamson known for?
Richard Adamson has skills like Sales Coach, Risk Management, Direct Sales, Retail Banking, Mortgage Lending, Pensions, Financial Risk, Portfolio Management, Financial Advisory, Financial Services, Strategic Financial Planning, Protection.
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Richard Adamson
United Kingdom -
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Richard Adamson
Wilmslow2btinternet.com, muller.co.uk
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