Adam Canavan (copy)
Financial Planner
Financial Planning
Qualifications
- •Diploma in Regulated Financial Planning
- •Certificate in Discretionary Investment Management
- •Award in Long Term Care Insurance
Introducing Adam
Adam has worked in wealth management since leaving university in 2012. He joined Bowmore in 2021. Adam works with successful business owners, entrepreneurs and High Net Worth individuals to help them grow and protect their wealth. Adam feels that cash flow and financial modelling is an important part of understanding the whole picture and creating a clear pathway ahead. A properly constructed financial model allows Adam to create bespoke solutions to meet each client’s circumstances and objectives.
As one of two brothers running a busy family business, my focus has always been on growing the company, looking after our clients, and manag…
Tell me more
What do you enjoy most about your job?
Interacting with a wide variety of people and whatever their goals, working with them to put together a financial plan that is right for them.
How do you like to spend your time outside of work?
I love to get on the golf course and when time allows skiing is my favourite holiday.
One thing that is guaranteed to make your day better…
Sunshine as I walk to the office.
What made you decide to do the work you’re currently doing?
The difference our work can make to other people’s lives.
What is one personal rule that you never break?
Always treat people how you would like to be treated yourself.
What would your specialist subject be on Mastermind?
History – 19th Century British Political
Ready to take the next step?
Our first meeting is free of charge and without obligation. A Chartered Financial Planner will listen to your situation and explain exactly how we can help.