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Our People

Meet the team at Chartered Independent Wealth Management

Adam Phillips-Stokes DipPFS

Technical Administrator

Adam joined Chartered Independent in September 2017 under the Government Higher National Apprenticeship scheme after achieving excellent A-Level grades in Business Studies, Psychology, English and Geography. Adam has already completed the Diploma in Regulated Financial Planning and the Certificate in Mortgage Advice. He is currently studying towards the Advanced Diploma. In his spare time, Adam enjoys playing snooker, attending the gym and watching football.

Insights into understanding your financial world

Visit our ‘Insights’ section for the latest news and comments, where you can read or download our lifestyle and financial planning magazine and guides. To find out more about how we can help you, please contact 01952 250024 or email