In 2019, Adam had the privilege of being asked to join St. James’s Place Wealth Management and was delighted to accept the offer and founded AJ Tebbutt Wealth Management. The move to St. James’s Place has allowed him the freedom to afford clients and their families the time and attention they deserve and to build trusted long term relationships, whilst being able to provide the products and services of an award winning company.
Adam meets with his clients regularly to ensure he adapts their financial plans to changing circumstances and priorities. He does this, where appropriate, taking into consideration the needs of families as a whole, and often provides advice across generations within the same family.
Adam’s main areas of expertise are:
Prior to joining St. James's Place, Adam provided Independent financial advice to clients of a chartered accountancy firm. Over this time he has provided bespoke advice to individual clients as well as business owners and directors - particularly in the agricultural sector and with SMEs.
Having worked alongside an accountancy firm for the past 6 years he has gained knowledge and experience of adapting his advice to be sensitive to and to create harmonies with tax planning strategies.
Adam is married to Tamsin, and has 3 young children who keep him very busy. He enjoys playing sports when he gets the chance, including Rugby and Cricket, and has recently started to (try to) play Golf.