Meet Adam
Director & Chartered Financial Planner
On the professional front, it might be a little boring. I am a qualification nerd, I’m a Chartered Financial Planner and a “Fellow” which is the highest level of recognition with our professional body. Before becoming a business owner, I was in an employed role as the lead Financial Planner of a business in Leeds and was responsible for managing the financial planning team. I left a job which was comfortable and paid well as I decided I had to create something better. I care about my work and doing it the right way. The thing which will drive this business forward is a belief that we are here to help improve the quality of life for everyone involved with the business.
Pura Vida Financial Planning was set up on the belief great financial advice starts with understanding what is important to you. Money and advice are only there to help you spend your time how you want, whether that’s doing the things you enjoy or spending time with those you love.
Pura Vida is an expression born in Costa Rica which translates to Pure Life. We are building an amazing team which provides the best financial advice, so you can concentrate on the good stuff life has to offer. It is just the same for me, I want to enjoy life now and in the future.
What’s top of your bucket list?
To surf my first barrel (wave).
​What are your top three life highlights so far?
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Meeting Esti Scuba Diving, quitting my job the next day and travelling Central and South America for the next six months
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Having my girls & son.
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Seeing the England football team play at the World Cup in Brazil (we got knocked out the second game (my first) of the tournament)
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Tell us one thing most people do not know about you?
I cry at movies (a lot!)