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Adam Jerreat

Financial Planner

Adam joined Perspective in June 2023 as a Financial Planner.

Adam joined the financial services sector in 1983 and has been an financial planner for over 30 years. Prior to advising he had roles as an administrator and tech support.

Within his role Adam supports his clients and helps them attain their financial objectives, he enjoys building lasting relationships with his clients.

Outside of work Adam is a keen golfer which is a hobby he enjoys with his partner.