Adam Wicken
FPFS (Fellow of the Personal Finance Society)
As a Chartered Financial Planner and Fellow of the Personal Finance Society, I can offer you the highest level of technical expertise and the gold standard of financial advice. Over the past decade, I have helped hundreds of individuals, families, and companies achieve their financial goals.
About
In 2021, I launched AWF Wealth Management predicated on a truly holistic, client-centric financial planning proposition. AWF has created the platform for me to fulfil a number of my passions outside of work, which include mentoring, supporting different charities, travel, and fitness.
My areas of expertise include:
- Mortgages
- Life and Health Protection
- Investment Planning Advice
- Retirement Planning
- Inheritance Tax Planning
- Tax Planning
- Group Pensions
- Employee Benefits
- Key Person and Business Protection
- Executive Financial Counselling
- Financial Education Seminars
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
