Adam Jolles, Independent Financial Adviser

13 March 2010, 04:23

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Adam Jolles
Profession Independent Financial Adviser
Organisation Positive Solutions
Favourite quote Be in the right place, do the right things and increase the chances of being Lucky
Networking tip be casual, laid back and smile... at the same time don't forget why you are here...

What we do

Personal Financial Planning, Mortgages, inheritance tax planning, trusts, isa, life assurance, pensions and unit trust investment. Provide a friendly and accessable service to individuals and Small companies

Our added value

Attention to detail, friendly personable approach. Free initial exploratory meeting

Our target customers

My clients are professionals, this is determined by their approach towards advice. Any lifestyle change brings a potential to benefit from good financial advice.

Customer service area

We serve customers in United Kingdom

Past experience

2 years Nursing, 20 years in Financial Services. I have worked in a service related industry all my working life. This helps me to understand the individuals needs and the importance of treating people fairly

1987 - Bupa Nursing.

1989 - Canon Lincoln - Financial consultant.

1992 - The J. Rothschild Partnership, Became a Partner in 1995. J. Rothschild Assurance did a reverse take-over and became St. James's Place.

2003 - Alexander Beard Group International - International Independent Financial Adviser (IFA) - development role

2005 - Real Estate Broker and Land Agent in Israel.

2006 - Registered Insurance Broker in Israel.

2007 - St. James's Place Partnership - regained full FSA status.

2008 - Positive Solutions (Financial Services) Ltd. - Independent Financial Adviser to present

1983 - Graduated from the Anglical School (International) Jerusalem, Israel

1983 - Army Service. Marine Unit. Title - Combat Medic.

1991 - Financial Planning Certificate - Chartered Institute of Insurance (CII)

1995 - LIA Life Insurance Association.

2005 - Business, Sales and Marketing dip. - Amal Hesegim, Israel

2006 - Israeli Law Society Exams for Broker services

2007 - Financial Services Authority - re-regulation

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