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Adam Carr

International Financial Adviser

Date of Joining BFMI

June 2014

Previous Experience

Adam has worked in the financial services industry since 2006; initially with Co-operative Insurance Services before moving to Lloyds TSB, where he worked as a financial adviser in the retail side of the bank.

This role then saw Adam relocate to Holland to work for Lloyds TSB International, for the European liquidity and foreign exchange trading desk.

In 2012 Adam joined Worldwide Broker, which would later go on to merge with Blacktower Financial Management Ltd. This role allowed Adam to develop his international advisory knowledge and skill base working with foreign nationals living and working in Holland.

Areas of Expertise

UK Pension Transfer specialism:

  • QROPS
  • SIPP
  • Flexi-Access
  • UFPLS

Qualifications/Accreditations

Level 4 Diploma for Financial Advisers

Testimonials

In my business dealing with Adam I have always found his approach highly professional and proactive concerning any investment requirements.  Adam is a very friendly, personable individual to talk over such investment matters, making things easy to understand and then deal with. 

Any time that I have had questions concerning possible investments his information and feedback on such matters has always been provided quickly and efficiently in order to make any necessary decision(s) in such matters.

Dr. Colin G. Griggs - Senior Specialist (Hydroprocessing), Catalyst Applications Group

 

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