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Adam Mclachlan Adv DipFA Chartered ALIBF
Wealth Manager

Adam Mclachlan portrait

About Adam Mclachlan

Adam began his career within financial services at Natwest Bank as a Cashier and was quickly promoted to Personal Banker. Within this role, he gained an insight into the positive effects that knowledgeable guidance can bring to an individual’s finances, working to help protect what was most important to them.

“My significant focus is making a client's financial goals become reality.”

While gaining invaluable hands-on experience, Adam dedicated his spare time to enhancing his financial expertise, independently funding the qualifications which he passed with distinction. His increasing interest of the financial services industry also led to his next career progression, where he provided mortgage and protection advice at TSB Bank. 

In 2019, Adam joined Lowes working within the compliance department, which allowed the opportunity to study holistic financial advice and work with vastly experienced financial advisors, learning from the very best what the industry has to offer.  Adam worked within this role for one year before ultimately joining Lowes Consultant, Barry Hopper to help guide clients with their finances. Adam became a Chartered Associate of The London Institute of Banking & Finance in 2019.

Business Qualifications

LIBF Advanced Diploma in Financial Advice Adv DipFA 
LIBF Certificate in Long Term Care and Later Life Planning   CertLTCP
LIBF Pension Transfers AwPETR
LIBF Certificate in Supervising in a Regulated Environment   AwSRE
LIBF Diploma in Financial Advice DipFA
Certificate in Regulated Equity Release   CeRER
IFS Certificate in Mortgage Advice & Practice   CeMAP
LIBF Managing Investments MANI
LIBF Taxation Trusts and Tax Compliance TTTC
Chartered Associate of The London Institute of Banking & Finance Chartered ALIBF
Financial Protection RO5


Higher Education Qualifications

Diploma in Sociology with Criminology N/A


Contact Adam Mclachlan

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0191 281 8811

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