financial protection against risk managing cash borrowings Building preserving capital
Adamson Ross

Adamson Ross


financial planning

Who We Are

Delivering world class customer service is a team effort - here are the people who will help you:


Keith Burns

BA Hons (Accounting & Finance), Cert PFS, Cert CII (MP) - Director

After leaving university he started his financial services career as a trainee manager with a major insurance company. He subsequently developed a successful career providing financial advice to clients on behalf of leading UK financial institutions. As a result of the experience he gained within these roles he started his own financial services business in 2000. Since then he has seen his business grow dramatically by consistently providing clients with high quality advice and excellent service. He is currently Managing Director of this very successful Wealth Management Company.

Keith Burns  
     

Steve Kember

Dip Mgmt (Open), Dip PFS, Cert CII (MP) - Director

He started his financial services career as a trainee life inspector with a major insurance company. Having qualified in Business Studies, he subsequently left to join a financial services subsidiary of a national clearing bank. He developed a successful career as an independent financial adviser (IFA) and subsequently held a number of regional sales management roles before finally assuming the role of Sales & Marketing Director. During this time, he was responsible for the business being awarded a National Training Award and saw the business named as "Best IFA" in a leading consumer finance award. He subsequently joined a private equity backed financial services group as Operations Director & then Managing Director. Most recently he has been operating in a business consultancy role for a FTSE 250 wealth management group. The results of his work have been published in both "HR Matters" and "The International Review of Consumer Behaviour".

Steve Kember

     
     

Elaine Samuel

Practice Manager

I have over 10 years of experience working in Financial Services and giving financial advice to a wide range of clients.

I have held various roles within Financial Services and believe that my role as Practice Manager will allow me to bring a depth of knowledge and experience to delivering excellent service to our clients.

I firmly believe in providing a dedicated service, focused towards ensuring clients financial security, not only in the short term but also well into the future.

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Nicola Henry

Client Care

With 8 years experience, gained from working with a leading financial services company, I am responsible for administration and maintaining a high quality service to our clients.

I pride myself on the efficient service I give to our clients, with emphasis being given to answering all correspondence on the day that it is received.

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Louise Burns

Client Care

I started work in 1991 having previously trained to become a horse riding instructor. My subsequent career has focused exclusively in the areas of customer service and quality control.

Following a career break to start a family I returned to work to help develop and implement the practices & procedures within the Practice.

My aim is to ensure the highest standards of communications with our clients to ensure they have confidence in the advice we have given.

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Julie Kember

Client Care

I started my career in Financial Services in 1982 and for the following 14 years worked in the Retail Banking Sector culminating in me being appointed Assistant Branch Manager at a major city branch.

Following a career break to start a family I returned to work to help build the Adamson Ross Wealth Management Practice. In the intervening period I also undertook voluntary work in the community and acted as a Foundation School Governor on behalf of the Church of England.

My role is to deliver the contact strategy with our clients and ensure meetings are arranged in an efficient and timely manner.

Julie Kember Image    
     

 


financial planning
 


Adamson Ross

©2008 ADAMSON ROSS .COM
Financial services - mortgages - loans - pensions - retirement planning

Adamson Ross Limited, Registered Office: 48-52 Penny Lane , Mossley Hill, Liverpool, L18 1DG, England . Registered in England and Wales , Company No. 04779051
Representing St. James's Place Wealth Management plc which is authorised and regulated by the Financial Services Authority. The St. James's Place Partnership and the title 'Partner' are marketing terms used to describe St. James's Place representatives.

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