Adam Preston 1_edited.png

Adam Preston

Independent Financial Planner

  • Facebook
  • LinkedIn

My Story

Adam experienced professional financial advice in his early teens, seeing first-hand the benefits that it provided to his parents, and knew he wanted to be able to help people in that same way in his own career from then on. He joined SG Financial Services in 2015 where he immediately began training to be a Financial Adviser. He initially spent time with the Adviser Support Team, our Paraplanners and Advisers learning everything there is to learn about the industry, whilst working towards gaining his qualifications.

 

Adam achieved a Diploma in Financial Advice (Dip FA) with the London Institute of Banking and Finance (LIBF) in 2017; at the time being one of the youngest people in the country to hold such qualification. He has worked very closely with our most experienced advisers ever since whilst advising clients of his own at the same time.

 

Adam has a passion for helping people and believes that his professional advice can do just that; not only giving his clients the financial ability but also the peace of mind to enjoy their working life, and their retirement. Adam strives to improve not only his client’s lives but also the lives of their families, with the holistic use of insurances, investments, pension planning and succession planning.

 

Adam lives by the beach in Ainsdale and enjoys everything about adventure and spending time in the outdoors, often with his partner Polly, and his dog Leo. He is an avid sports fan, attends as much live sport as he can, and tries his hand on the golf course at every opportunity.

 

The most important things in Adam’s life are his clients, his family, and his friends.