Adam Cockerham - Chartered Financial Adviser in Bath

Honest, reliable and knowledgeable. Fantastic service.

Reviewed on Google Maps

We met Adam through a recommendation from a good friend and my wife and I are very glad we did, he's put me more in control of my pension than I've ever been and takes the time to carefully explain things. He's not pushy but does give you all options to consider, and he'll make time for you outside of normal office hours. Highly recommended. More...

Reviewed on Google Maps

Adam was very professional and goes above and beyond. Nothing was too much trouble.

Reviewed on Google Maps

Adam provides a clear, responsive, and personable expert service. He uses established tools to understand clients' attitudes to risk which tailors investment decisions to expectations. The service is comprehensive, and he goes the extra mile to help sort out some of those awkward peripheral loose ends around personal finance. Really happy with the service so far! More...

Reviewed on Google Maps

All good Adam explained every thing so I could understand most of it

paul

Reviewed on Google Maps

Adam recently helped us with some changes to our savings. He was very personable and extremely knowledgable. He was able to fully understand our needs and found the perfect products for our requirements, We would not have been able to access these accounts without his assistance. Very highly recommended.

Reviewed on Google Maps

Adam impressed me at our initial meeting with his expertise, professionalism and open friendly approach. Everything has been very clearly explained with an encouraging lack of unnecessary technical jargon. I feel very confident that Adam fully understands our financial objectives and has proposed, and now initiated, a realistic plan. More...

Reviewed on Google Maps

Adam has helped me hugely to sort out my finances and plan for my family's future. He is friendly, open, transparent and provides a really personalised approach to money. Meetings with him are conducted in relaxed and friendly way and nothing was too much hassle. Very impressed and highly recommended. More...

Reviewed on Google Maps

Amazing service from Adam with our life insurance & mortgage. He really knows his stuff and is happy to help in any situation. 100% recommend and will be using Adam in the future. More...

Reviewed on Google Maps

Invaluable financial advice to both myself and buisness . From securing development planning, Adam has has helped me grow and develop

Reviewed on Google Maps

Adam was incredibly helpful with our mortgage renewal and life cover! Really clear and helpful advice throughout. We hardly had to lift a finger. All round fantastic service. We've got complete peace of mind in knowing that we have taken the best possible financial route for us. More...

Reviewed on Google Maps

Adam was extremely efficient and sorted out our financial needs very professionally. Certainly didn’t rip us off I would recommend him.

Reviewed on Facebook

Adam's thoroughly professional approach to working with us was both welcome and refreshing. He ensured we understood every step of the process and the implications regarding any choices we made including an honest appraisal of potential risk and reward. We both felt confident in the advice and guidance Adam provided and would recommend him highly to others looking for help with financial planning. More...

Reviewed on Google Maps

Adam was a delight to work with. He was really patient and took a long time to thoroughly understand my requirements, talk through my doubts and answer my hundreds of questions. His knowledge and competence in the financial sector really put my mind at rest and I have total faith in his recommendations for my retirement planning. I thought the process would be a big headache, but I found it interesting and comfortable thanks to Adam's expertise and professionalism. thank you More...

Reviewed on Google Maps

Adam was a great advisor. He helped me plan for my family's security and future. Adam always had time to explain all the options to make sure we were making the best choices for us. I would recommend his skills and advice without question and plan to see Adam for several products over the next few years. More...

Reviewed on Facebook

Great service tailored to my families needs! Couldn't recommend highly enough. So professional and really knows his stuff! 5* service from a really nice guy! Thanks Adam More...

Reviewed on Facebook

Excellent understanding of my requirements and Adam's knowledge is outstanding. I feel comfortable knowing my future is in Adam's hands

Reviewed on Facebook

Adam is very professional, understanding and above all.... listens!
Great service, great advice and a very nice bloke!
I could not recommend his services enough, if you have any questions around your finances, ask Adam!!! More...

Reviewed on Facebook

Adam has really helped to put my mind at ease. The whole advice process around my investments was explained in a patient, down to earth, and easy to understand manner. He clearly puts the best interest of his clients at the centre of everything he does.

Once again, thank you very much, Adam. More...

Reviewed on Facebook

Adam has really helped to put my mind at ease. The whole advice process around my investments was explained in a patient, down to earth, and easy to understand manner. He clearly puts the best interest of his clients at the centre of everything he does. More...

Reviewed on Facebook