ADAM ELLERTON
Independent Financial Planner
JOINED BURLINGTON IN 2013
Adam joined Burlington in 2013 and helps clients make informed decisions through clear, practical and personalised financial planning. His analytical background and natural curiosity are matched by a strong focus on relationships and client care.
After completing a Master’s degree in Chemistry at the University of Warwick, Adam began his career in risk management at a global trading firm. He later moved into financial planning, where he could apply his analytical skills while working directly with individuals and families.
Adam holds the Diploma in Regulated Financial Planning and is working towards Chartered status. He believes effective planning starts by understanding the person behind the finances. This approach has led to many introductions from clients, their families and professional contacts.
Personal profile
Outside work, you’ll usually find me…
Keeping active through sport, spending time with friends and family, attending networking events or supporting charitable initiatives.
Something people may not know about me…
My route into financial planning began in risk management at a global trading firm, where I developed analytical and problem-solving skills that still benefit clients today.
My ideal weekend would be…
A balance of time with family and friends, sport and discovering something new in business or technology.
Favourite film, book or podcast…
I tend to enjoy books and podcasts about technology, innovation, entrepreneurship and how ideas become successful businesses.
Best piece of advice I’ve ever received…
“Never stop learning.”
What I enjoy most about working with clients…
Building long-term relationships, understanding what really matters and helping people see that financial planning is about far more than products.
Our Team
Senior Management
Financial Planners
Mortgage Advisers
Client Service Support