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Adam Brookbanks

Adam Brookbanks of FTA Financial & Wealth Management Limited is based in Bournemouth. Adam has up to 9 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
Appointed representative dealing with clients for which they require qualification
CF1 Director (AR)
CF30 Customer
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD9A - Advising on P2P agreements

Previous Employment:
Meridian Financial Management Ltd25/08/2016 to 08/07/2023
Wealthmasters Financial Management Ltd31/07/2014 to 31/03/2017
My Pension Expert