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.
|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|
Higher Education Qualifications
|Diploma in Sociology with Criminology||N/A|
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