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Adam Field

Wealth Manager at William Highbourne Wealth Management Ltd

Based in Exeter, United Kingdom

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Seniority

Manager

Department

Finance & Accounting

Location

Exeter

Industry

Financial Services

Company size

7

Contact information

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Email

1 credit

a•••••••@williamhighbourne.com

Phone

5 credits

+44 ••• •••• ••••

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Background

About Adam Field

Certified Financial Planner™ | Chartered MCSI | Independent Wealth Manager Helping clients make informed financial decisions is a privilege—one I take seriously. At William Highbourne Wealth Management, we are committed to making your money work for you. As a Chartered Member of the CISI and a Qualified Member of the PFS and LIBF, I bring experience across pension administration, customer service, and financial planning to provide clear, personal advice that helps clients achieve their financial and life goals. Beyond my work with clients, I’m proud to: Have been selected for the PFS POWER Financial Planning Panel Serve on local committees for PFS Exeter & North Devon and Westcountry CISI Deliver financial education to 14-16-year-olds via the PFS My Personal Finance Skills initiative Outside of work, I live in Exeter with my partner and two young children. I love being a dad and, when time allows, enjoy playing cricket, squash, and basketball. Recognition & Awards Named in Citywire’s Next Generation Advisers Top 35 Under 35 Financial Planners in the UK (2023) CII/PFS Regional Young Professional of the Year (2023) Want to see what my clients say? Read real feedback here: Always happy to connect—drop me a message!

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