INTEGRITY & PASSION
My name is Adam Cockerham and I am a Chartered Financial Planner based in Bath. I pride myself in providing a very down to earth and honest approach to my client’s financial needs. I specialise in mortgage and protection advice, inheritance tax planning, and investments and pension reviews, I help people with their aspirations, and work with them on a strategy to make them a reality through long-term working relationships. What gets me out of bed on a morning, is a genuine love for helping people prosper, irrespective of their circumstances.
Discussing a financial plan doesn’t have to involve jargon or complexity that you don’t understand. It just needs a highly-qualified, honest and friendly professional to help you make the most of your financial situation. That is exactly what I’m here to do.
Feel free to read independently verified reviews on Google written by my clients.
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
All well explained and considered advice. Relieving some of the worry of whether we are going to eat when we retire!! Thanks, Adam
Invaluable financial advice to both myself and business. From securing development funding to my investment planning, Adam has has helped me grow and develop.
Adam has been incredibly helpful and professional in providing excellent financial advice. Very knowledgeable, and will go above and beyond to find the best and most suitable deal.
Great service from Adam. His advice is invaluable and he is someone that my wife and I will trust in the future with our finances and investments.
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!
Adam has skillfully taken me through the process of managing my pensions by listening to my requirements, reviewing my existing plan and recommending a plan that suits me and my family. I am looking forward to future review meetings with Adam and I am confident he will continue to provide me with the best advice available.
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.
Adam was really helpful and knowledgeable with setting up my pension. He made the process simple from start to finish. Answering all my questions and putting my mind at ease.
From start to finish Adam has been an absolute pleasure to deal with; from our initial meeting where he took the time to understand our objectives and requirements to finalising our pension and mortgage arrangements.
I wholeheartedly recommend Adam without any hesitation whatsoever.
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.