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Adam Drake

Adam Drake of Drake Wealth Management Ltd is based in Shipley. Adam has up to 22 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)

Previous Employment:
TenetConnect Limited06/09/2012 to 07/01/2024
Sage Financial Services Limited23/06/2009 to 02/07/2012
Honister Partners Ltd23/06/2009 to 02/07/2012
Bates Investment Services Ltd01/12/2001 to 22/06/2009
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