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The values that drive us

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Adam Fallon

Glasgow

Meet Adam

I’ve worked in financial services since 2018, beginning my career while still studying at university. I currently hold the Diploma in Regulated Financial Planning and I am actively working towards obtaining Chartered status. My passion for financial planning stems from losing my Mum as a teenager. It taught me first hand the importance of life insurance and having strong financial foundations in place to protect loved ones.

Helping others is a core part of my identify and take pleasure in being able to help support clients to achieve their goals. I specialise in providing advice on investments, pensions, and protection. I believe that life is for living. I’m also a strong advocate for lifelong learning and personal growth, always seeking ways to develop both personally and professionally.

Away from work, I enjoy setting myself challenges and embracing new experiences – whether that’s through running, cycling, golfing, or cheering on my beloved football team.