Adam Newman Dipfa
Managing Director of Newman Langley & Stavri Financial Consulting Ltd @St. James's Place
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WORK HISTORY
Managing Director of Newman Langley & Stavri Financial Consulting Ltd @St. James's Place
I am responsible for the day to day running of Newman Langley & Stavri Financial Consulting Ltd, acting as the principal adviser for the company.I work with entrepreneurs, corporate and private clients, providing them with high quality financial planning and wealth management advice. My aim is to develop long term relationships with my clients and provide the highest level of service to help them reach their objectives. I do this by holding face to face meetings with existing and prospective clients to ensure that I understand their needs. Using my extensive knowledge and expertise, I provide them with the right solutions at the right time.As a Partner Practice of St. James\'s Place Wealth Management, a FTSE 100 company, recently awarded \"2018 Wealth Management Company of the Year\" at the City of London Wealth Management Awards. The company\'s success has grown through its ethos of offering quality, face-to-face wealth management advice and commitment to building trusted and enduring relationships with its clients, just like Newman Langley Financial Consulting Ltd. The St. James\'s Place proposition is further enhanced by its distinctive approach to investment management.
EDUCATION
University of Reading
BSc, Human Geography
Churston Ferrers Grammar school
A Levels
SKILLS
ABOUT ADAM NEWMAN DIPFA
I work with business owners and professionals to help them meet their financial goals. I…
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