ADAM ELLERTON
INDEPENDENT FINANCIAL PLANNER
JOINED BURLINGTON IN 2013
Holding a Post-Graduate (Masters) Degree in Chemistry from Warwick, Adam was keen to develop a career in Financial Services. He began his career working in risk at a Global trading firm and over time has moved to a client-facing role as an Independent Financial Advisor/Planner. Adam holds a Diploma in Regulated Financial Services and is working towards a number of advanced qualifications, as he has set his sight on becoming Chartered.
Adam prides himself on his excellent client relationships which have led to personal introductions to his client’s friends, family, and professional connections. He enjoys meeting new clients and understanding their financial goals and aspirations beyond just the financial arrangements they have. It is this level of client care that allows him to relish in his role and continue to build a successful business.
On a personal note, Adam has a keen interest in Start-up businesses and technology and enjoys attending exhibition and networking events. He also enjoys sport and has been a member of many different sports teams over the years and currently plays competitive football. Recently Adam has found enjoyment in organizing and taking part in charity events and has plans with friends and professional connections to run regular events with proceeds going to a number of different, carefully selected worthwhile causes.
Our Team
Senior Management
Financial Planners
Mortgage Advisers
Client Service Support