Adam Omelia

Adviser - Chartered Financial Planner @Chn Financial Consultancy

Leeds, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2021 — Present

Adviser - Chartered Financial Planner @Chn Financial Consultancy

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Leeds, GB

a••••••••@chnfc.co.uk07•••••••06

EDUCATION

2008 — 2014

The Chartered Insurance Institute

Chartered - Advanced Diploma, APFS

2002 — 2005

The University of Huddersfield

BA (Hons), Business

SKILLS

Retirement PlanningPensionsFinancial AdvisoryInvestmentsInheritance Tax PlanningFinancial ServicesFinancial PlanningWealth ManagementRetirementInvestment Strategies

ABOUT ADAM OMELIA

If anybody would like to get in touch, my contact details are:a••••••••@chnfc.co.uk07•••••••06Financial planning is about more than crunching numbers. It\'s about your priorities and perspective, your potential and plans. Effective financial advice stems from secure relationships, built on trust and understanding, which last through the years.Whether you\'re thinking about your pension or your legacy, building an investment portfolio or your very own business, we help to achieve your financial goals by providing bespoke, personal and thorough financial counsel. It is for that reason I am proud to work in financial services. Beyond that I enjoy seeing different parts of the world, driving fast automobiles and occasionally visiting the gym(!).

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Adam Omelia — Adviser - Chartered Financial Planner at Chn Financial Consultancy in Leeds, GB | Unifers