SPEAKERS
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Adam Field
Session: POWER Practitioner Panel Session: How We Bring POWER Planning to Life
Time: 10:00 AM – 10:30 AM
Location: Connaught Rooms 1-2
I am a qualified Financial Planner at William Highbourne Wealth Management in Exmouth, Devon, and I live in Exeter with my partner and two children. I believe that true financial planning is one of the most worthwhile and impactful services we can offer, helping clients manage their finances and make informed decisions. It’s a privilege I don’t take lightly.
Becoming a member of the PFS POWER Expert Practitioner Panel, I’m excited about the opportunity to represent and promote the true value of financial planning. I’m committed to helping shape better client outcomes and contributing great content for PFS members, as well as supporting inter-professional relationsips with solicitors, accountants, lawyers and so on.
Having earned qualifications from the PFS, CISI, and LIBF, I’m currently working towards becoming a Certified Financial Planner and a Fellow of the PFS. In future I would like to complete SOLLA and STEP qualifications to ensure I’m providing the highest quality, impartial advice possible.
I volunteer on the Exeter & North Devon PFS and Westcountry CISI local committees, and enjoy giving talks to 14-16 year-olds through the PFS My Personal Finance Skills initiative. I felt privileged to have been selected as one of Citywire Next Gen Advisor’s Top 35 Under 35 Financial Planners in the UK in 2023 and to have received the regional CII/PFS Young Professional of the Year award in 2023.