01744 885555

Our team

Adam Waugh
Client Support

Adam is part of our Wealth admin team with over 2 decades of experience working in the public sector and financial services. He is a dedicated client services administrator with his main focus on the client; ensuring that they receive great service and that their financial journey is as smooth as possible. Adam is ready to help our clients with their annual review reports, withdrawals, top ups and general queries.

Services Adam can support you with: