Financial Planning Advice

Our Team

Adam Caga
Director, Chartered Wealth Manager

Qualifications

  • Master's Degree in Financial Planning and Business Management
  • Bachelor Degree in Financial Services Management (Financial Planning)
  • Chartered Fellow of the London Institute of Banking & Finance
  • Chartered Wealth Manager
  • Chartered Member of the Chartered Institute for Securities & Investments
  • Advanced Diploma in Financial Advice
  • Award in Pension Transfers
  • STEP Certificate - Financial Services
  • CeRER - Equity Release
  • CeLTCI - Long Term Care Insurance

Call: 0121 325 6950
Email:



Administration Team

Adam benefits from the excellent support of Karen Perfit, our in-house administrator.