Adam Yates
BSc FPFS
Adam joined Bright Wealth Management in 2013 from Santander and became a shareholding director in 2017. He has a wealth of experience and continues to build on his extensive and varied client portfolio.
Adam is proud to help his clients achieve their financial goals and is active in a wide range of advice including investment planning, retirement planning, personal protection and inheritance tax planning.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Accreditation
