Adam Whittingham

Paraplanner

Adam joined Beechwood’s graduate programme in 2015 after graduating from Portsmouth University with a degree in Television & Broadcasting. Adam spent two years working as part of the administration team before progressing to a paraplanning role. Adam has gained a Diploma in Financial Planning and is currently working towards achieving Chartered Status.

Adam provides in depth support to all the advisers including attending client meetings, liaising with product providers and undertaking in depth research, particularly into matters relating to pensions, investments and taxation. Adam is also an expert in cashflow planning, which is a tool increasingly used to understand a client’s long term financial position.

Adam’s Services Include