Adam Harrison

Background

About Adam Harrison

Adam has over 36 years experience within the financial services industry. Having started his career in 1985 as a clerk with the TSB Bank in Lincoln he progressed through the banking ranks to his final position with the then Lloyds TSB, that of Business Banking Manager. In 1998 he joined The Nottingham Building Society as a Financial Planner which was the start of a career change to Regulated Financial Services. That path has led to employment with Norwich Union, AXA, Barclays Wealth and latterly as an Independent Financial Planner with N&P. Specifically within the Barclays role Adam was responsible for the coordination and management of personal lending and investment propositions exceeding tens of millions (sterling) and also sat on board level meetings for trustees within national final salary pension schemes when at AXA. His key strengths are keen analytical skills with above average written and oral communication abilities. Highly numerate, Adam also has a good working knowledge of many IT applications. Adam joined Admiral Wealth Management Ltd, a specialist wealth management team based in North East Lincolnshire in 2013. Following the successful acquisition of 100% of the Admiral Wealth Management Ltd share capital by the Kingswood Group, Adam will now continue in his current role as a Senior Wealth Manager with Kingswood. Specialties: Investment Portfolio Management, Retirement Solutions and Corporate Financial Planning.