Adam Newbold
Adam Newbold
Mortgage Adviser

I joined Financial Design (IFA) Ltd in December 2021 as a Financial Paraplanner.

Previously, I completed a BA (Hons) Degree at Nottingham Trent University in 2018, worked as an Accounts Manager at a Ski Tours Company until the Covid pandemic hit in 2020 and in a similar role at a Golf Tours Company until a career change at the end of 2021.

I am now a qualified Mortgage Adviser, having completed my Certificate in Mortgage Advice and Practice (CeMAP) in May 2023. I will be working towards my Diploma for Financial Advisers (DipFA) at the end of 2023.

I have had the opportunity to work with my dad, Mark and my brother Jordan to develop my skills within the Financial and Mortgage industry.

Being a first-time buyer myself over the past 12 months, I have a particular interest in advising people who are looking to get on the property ladder for the first time and to provide them with the required support through the house purchase process.

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Mortgages

Buying a property can be the biggest decision made in our lives. It is for this very reason that impartial advice is critical from qualified advisers.

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Retirement Planning

Knowing roughly what you can expect from your pension contributions in the long run can give you the opportunity to adjust your retirement savings.

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Investments

We understand as a company that your savings and investments need looking after. We offer 20+ years of experience in our team of investment analysis and financial planning. We take into consideration your goals, needs, objectives and risk tolerance to design a portfolio that gives you confidence.

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Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.

Details submitted through this form are confidential. We will process any personal information collected in this form in accordance with our Privacy notice. The information therein is used only to contact you to discuss the areas you've expressed an interest in. Please note the contents of this form is sent via email and therefore may not be secure.

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