Ray Adams
Founder @Niche Private Clients
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WORK HISTORY
Founder @Niche Private Clients
EDUCATION
CII/PFS
FPFS Certs CII (MP&ER)
ABOUT RAY ADAMS
Having operated within financial services as an independent financial adviser for over 20 years, I spent the latter part of my career developing technology to help enhance the financial planning process for both financial advisers and their clients.In 2014 I founded CashCalc, an integrated suite of online financial planning tools including client onboarding and cashflow modelling. In 2023 I exited CashCalc having achieved market leading status and being recognised as one of the world\'s most innovative companies.Although I am currently taking some time away from being a Chartered Financial Financial and fintech CEO, I look forward to watching technology further disrupt and enhance our profession. If you would like to chat, please don\'t hesitate to reach out via LinkedIn.
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