Adam joined Parmenion in 2017 as a member of our client services team. Since then, he has built up a second-to-none understanding of our clients’ needs and the business, achieving a promotion to a client-facing manager for South West in 2021. His passion and excitement for building and supporting client relationships makes him the right person to manage our customers across the South West and Wales region.

His commitment to delivering excellent customer service is matched only by his thirst for knowledge of the broader sector; he has accomplished his Investment and Operations certificate (IOC) through CISI in 2020 along with his Investment Manager Certificate with the CFA in 2021. He is now working towards full accreditation required for DIP PFS through completion of the RO exams.

Contact Adam

Tel: 07827 796 700
Email: adam.richens@parmenion.co.uk