Adam McCluskey

Adam is a Chartered Financial Planner, based in Hereford, who works with individuals and families to help them make informed financial decisions and achieve their long-term goals. He provides advice on investments and has extensive experience helping clients navigate complex pension arrangements, retirement planning decisions and tax-efficient wealth transfer strategies.

Having worked in financial services since 2002, Adam has supported clients through a wide range of financial and personal circumstances. Over the years, he has developed a practical, straightforward approach to financial planning, focused on building long-term relationships and delivering advice that is clear and easy to understand.

For clients, this means access to advice that not only focuses on growing and preserving wealth, but also on ensuring pensions and investments are structured as efficiently as possible to support their retirement objectives and maximise the value ultimately passed on to future generations.

Outside of work, Adam enjoys running, weight training and walking his energetic cockapoo. He is also a keen traveller and sports fan and is currently learning golf – with varying levels of success.