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Latest News

Soaring housing costs hit millennials

People aged 20-30 – the 'millennials '- are devoting 23 per cent of their income to housing costs, reports the BBC. This compares with...

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23 Oct 2017

More caught by lifetime pension allowance

Many more people are being caught by the 'lifetime allowance' for pensions, says the Telegraph. It has been reduced in stages from £1....

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20 Oct 2017

Student debt: who won't repay?

The amount of a student loan that someone repays can be predicted from the profession they enter, says the Telegraph. A graduate entering in...

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19 Oct 2017

Latest Blog

18% of people aged 50 or over have been targeted by potential scammers

According to research by Retirement Advantage, 1.8 million people have been offered unsolicited free pensions advice or investment opportuni...

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10 Aug 2017

Where to turn when you need financial advice and more... An interview with Glen Callow

Getting good quality, independent financial advice has never been more important. With complex tax, legal and regulatory changes it is nigh ...

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27 May 2016

  • Adam McCluskey Dip PFS

    Adam McCluskey Dip PFS

Adam McCluskey Dip PFS


Adam works as a Paraplanner and joins the team having worked within the financial services industry for 14 years, in a variety of roles.

His day to day roleincludes conducting in depth pre-advice fund and product research, the analysis of information for annual reviews, and the creation of investment proposals for clients.

In 2002 Adam started working at a Mortgage & Protection advisers for 7 years before moving to a firm specialising in Pensions & Investments. Having worked there for two years, Adam left to further his career by working as a research analyst at Capita Financial Software, managing the exchange of investment performance data for a number of their partners along with financial strength data from the ratings agencies.

Adam completed the Diploma in Regulated Financial Planning in 2015 and is currently studying towards becoming Chartered.

Outside of work Adam is married and has two young children and enjoys football, martial arts, and days out with friends & family.

To contact Adam, email: