Adam Field Email
Wealth Manager @ William Highbourne Wealth Management Ltd
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Adam Field Location
- Exeter, GB
Adam Field Work
- 2021 -now Wealth Manager @
- 2014 -2020 Senior Recruitment Consultant and Account Manager @
- 2013 -2014 Regional Account Manager - EMEA @
- 2012 -2013 Pensions Administrator @
- 2011 -2012 Customer Service Representative @
Adam Field Education
- Chartered Insurance Institute
AF8 Retirement Income Options
2024-2024 - The Chartered Institute for Securities & Investment (The CISI)
Level 7 Diploma in Advanced Financial Planning
2023-2024 - The Chartered Institute for Securities & Investment (The CISI)
CERTIFIED FINANCIAL PLANNERâ„¢ Professional
2023-2024 - The Chartered Institute for Securities & Investment (The CISI)
Certificate in Ethical Artificial Intelligence (AI)
2024-2024 - The Chartered Institute for Securities & Investment (The CISI)
Level 6 Advanced Financial Planning Certificate
2023-2023 - Chartered Insurance Institute
AF4 Investment Planning
2023-2023 - Chartered Insurance Institute
Cert PFS (DM) Discretionary Management
2022-2023 - Chartered Insurance Institute
Cert PFS (Securities) Securities and Dealing
2022-2022 - Chartered Insurance Institute
Award in Long Term Care Insurance
2022-2022 - Chartered Insurance Institute
Certs CII (MP & ER) Mortgage Advice & Equity Release
2022-2022 - Chartered Insurance Institute
DipPFS - Diploma in Regulated Financial Planning
2021-2022 - European Financial Planning Association
EFA - European Financial Advisor
2021-2022 - The London Institute of Banking & Finance
DipFA - Diploma for Financial Advisors
2020-2021 - Exeter College
BTEC National Diploma Business Studies
2009-2011 - Bramdean School
High School
1997-2009
Adam Field Summary
- Adam Field, based in Exeter, GB, is currently a Wealth Manager at William Highbourne Wealth Management Ltd. Adam Field brings experience from previous roles at BVS Vets, Altula, Friends Life UK and EDF Energy. Adam Field holds a 2024 - 2024 AF8 Retirement Income Options @ Chartered Insurance Institute. Adam Field has 1 emails on RocketReach.
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