James Adam

Hello, I’m James . I’m an Investment Advsior living in Edinburgh, UK. I am a fan of Investment Advisor, Reading Chart, and Risk management. I’m also interested in Investment growth and Consistent Return. You can schedule an appointment with a click on the button above.

I am a Certified Financial Technician (CFTe)/ Certified Financial Planner(CFP)/Chartered Alternative Investment Analyst(CAIA), with the ability to consistently deliver on multiple commitments, and I have the advantage of solid foundations and a strong heritage. But I take a fresh, transparent, and personal approach to financial planning. I aim to provide clients with clarity and transparency in everything I do. This includes using technology to explain how long-term financial planning can add value to people’s lives; to give people access to information about their financial well-being. Through a rigorous and proprietary bottom-up investment process, I aim to build a portfolio that combines excellent economic characteristics and great management.