Adam & Company appoints Andy Hall as financial planning director

Adam & Company appoints Andy Hall as financial planning director

Andy Hall

Edinburgh-based private bank and wealth management company Adam & Company has appointed Andy Hall as financial planning director.

Mr Hall joins from Barclays Wealth Management, where he was director of wealth planning for Scotland and Northern Ireland.

During his time at Barclays Wealth Management, Mr Hall worked collaboratively to drive the division’s growth strategy, oversaw the financial planning of invested assets and developed several client retention strategies.

In his new role, he will be responsible for the design, development, and delivery of specialist financial planning advice. While working with clients and colleagues across Scotland, he will be primarily based at the Glasgow office.

Graham Storrie, managing director, said: “Andy has an excellent knowledge of, and strong links to, Scotland’s thriving entrepreneur base and we are excited to bring his expertise into our team. To make this senior appointment during these challenging times underlines our commitment to offering the best possible service to our valued clients and truly confirms the increasing importance of our wider financial planning team to our future success.”

Andy Hall added: “It’s a very exciting time to be joining a brand like Adam & Company and I’m delighted to be here. There is already an excellent platform in place. We are incredibly well-positioned for growth and to offer a great service to both new and existing clients. For Adam & Company to invest at a time like this demonstrates why it is a step ahead of the competition in terms of its passion for excellence and I can’t wait to be a part of this forward-looking business.”

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