Adam understands protecting what's important to you - whether that's your business, your legacy, your wealth or your family's future. We are your PwC
Adam Waller, Private Business North West and confidant
Adam is rightly proud of what he does. He talks to business leaders about how they built their businesses and future aspirations, then together, they take stock of where they are and where they want to be. He helps them prepare for life events and protect the things that really matter. Sometimes the conversation can be a bit uncomfortable and often it is personal (they may even share details their nearest and dearest don't know) but Adam knows that by understanding what is truly important he can help them find a sensible way to protect it.
It may sound obvious but Adam thinks as an advisor his job is to advise, which is why when he knows you he will happily share his opinions. He also knows you don't want to tell your story five times so he acts as a filter to his network, bringing the best to your door and making sure advice is actionable. Talking to Adam means you can find the best solution to protect those things that are important to you.