Adam Sadler
Financial Planner
Chester office
What attracted you to a career in Wealth Management?
My journey to wealth management was a deliberate shift from a role as a Sales & Business Development Manager at Vista Panels Ltd. I aspired to make a meaningful impact on clients’ financial lives. During my 3 years with an SJP partner practice, I acquired valuable experience, but my true career aspirations led me to Quilter Cheviot Financial Planning. Here, I found the opportunity to progress my career and help clients achieve their financial objectives.
What would you like to achieve for clients?
In my role, I take a holistic approach to financial planning, ensuring clients are well-protected, well-informed, and in the right financial position. By focusing on individual financial life cycles, I help clients prepare for various circumstances. I provide a personal service, a deep understanding of their needs, and a commitment to client protection and financial literacy are at the core of my approach.
What else are you passionate about?
Besides spending time with friends and family, I am very active outside of work and enjoy many sports from Football & Golf all the way to skiing. I play for a Sunday league team and like to test my commitment and my stress levels by being an Everton fan. I am not a great fan of relaxing and enjoy being on the go, whether this be travelling, ticking off bucket list items or by keeping active with sports.