Adam McCarthy

Restricted - Whole of Market  Block G , Office 2, Penyrheol trecenydd and energlyn, Caerphilly, CF83 2AG
First meeting at adviser's own cost
Adam is a financial advisor providing advice on a range of products including Mortgages & Insurances, Investments
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
9.3/10
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FCA authorised
Last authorised 6th July 2020
Meet our advisers
Adam McCarthy DipFa CeMap
Financial Adviser
What our clients say
I met Adam through a friend and got talking to him about my pension scheme , I had been dealing with another adviser and they had given me the run around for 5 months without doing a thing, Adam had completed the work within 3 weeks and it was pivotal as I was purchasing a property , if you have to give someone a chance give Adam a go he has been nothing but honest fair and upfront his fees where dramatically less than the other provider , the process was easy even dealing with things whilst I was abroad for a while via whatsapp and messaging , I wouldn’t trust anyone with my money , Gareth Jones
Gareth Jones, Nelson
I first met Adam McCarthy as a consequence of looking to secure the services of a professional, who would make the process of understanding the options that are available, to clearly understand the process of transferring my private pension benefits to a service that would be reliable and secure, with the aim of enabling the best investment option/s to work for me. I have found Adam, to be highly professional and diligent, in carrying out his service in my best interests. I would highly recommend Adam to anyone looking to secure such a service, he has always been courteous, friendly, professional and diligent when acting in his role as a professional advisor in this regard and always in my best interests. Adam is a credit to the financial services industry, trustworthy and reliable when carrying out his professional duties on behalf of myself as his client, he comes highly recommended, a reflection of his service as a financial advisor. Signed Neil Stuart Anderson. (Retired Child Protection Social Worker).
Neil Anderson, Tredegar
"Adam came to speak with me about my overall financial situation which was quite complex. He made things very simple and easy to understand , I am now in a position where I completely understand where I am and where i am heading. We review this together on a regular basis and he is constantly in touch , If you have any financial issues you do not understand he is the man to speak to I cannot recommend him highly enough" Lee D, Cardiff
Lee Davies, Cardiff
Adam came to see me to help me plan towards my retirement , I hadn’t a clue what position I was in and I found the reports they sent each year baffling , Adam came and solved the financial puzzle I am now aware of where I am and where I am going I can now head into retirement without my head in my hands Aliza Lamprey
Aliza Lamprey, Cardiff
"Testimonial for Adam McCarthy, Adam Mccarthy is my nephew, the eldest son of my late brother John. Six months ago my wife and I decided that we were going to repatriate back to the UK from Cyprus where we had lived in our own apartment for the last 9 years but unfortunately we had lost approximately 50% of the value of our apartment which meant that we did not have enough money to purchase again outright. We were moving back to Northern Ireland where my wife's family lived and had to consider renting for the rest of our lives, at our age (my wife is 66 and I am 69) we thought no mortgage company would furnish us a mortgage. I decided to give Adam a call just to ask his advice on certain financial matters and happened to mention to him about our plans. He asked me what our financial status was and I said apart from the residual monies from the sale of our apartment we only had a small military pension plus our state pensions. He told me to give him 24 hours because he believed that he would be able to find a company that would offer us a mortgage, albeit possibly over 10 or 12 years due to our advance age. Within that 24 hours he came back to us with the name of 4 companies willing to give us an offer and he was in favour of one of them. Suffice it to say that within a month this company agreed in principle for a mortgage up to £60k and within the next 4 weeks we had put an offer in on a 3 bedroomed property with garden and garage which was accepted. We are now ensconced in our own property thanks to the shear dedication and tenacity of Adam, his knowledge of the markets is exemplary and with his lively character he exudes confidence in what he is doing. If he says it can be done he can be relied upon to achieve what he says. Without his sound financial advice my wife and I would be paying an exorbitant price in the rental market, much more than what we are paying for our mortgage. Even though Adam is my nephew I believe that he treats every possible client with the same personal dedication that he has shown us. Thank you Adam for an excellent job well done and we are forever grateful. David James McCarthy Ballyhalbert, Co Down" David M, Ballyhalbert
David Mccarthy, Ballyhalbert
Thank you for your patience today, I'm getting there slowly! I was so worried about everything I felt I'd lost control! I was inspired by a testimonial I had read from your uncle. I have 100% confidence in choosing you. Thanks again Julie McGuire-Sweeney
Julie, McGuire-Sweeney
“ I was introduced to Adam to take care of a pension sharing order for me , He is in south wales and me in London , even before the Covid pandemic we have communicated digitally something I was not used to but his help and reassurance have been great , I would recommend dealing with Adam even if it is at a distance , I now have an online pension banking system and an adviser in Adam available at the click of a button who goes above and beyond for his clients, Thanks for your help with this Adam Barbara Yearsley
Barbara Yearsley, London
About us

Adam McCarthy is based in south wales and provides industry leading advice, providing a bespoke service to include

Pensions
Investments
Mortgages
Life Insurance

Our services

As an adviser covering each field of the financial puzzle, Based in South Wales we cover the M4 corridor but have clients across the UK. Our aim is to build relationships with our clients and cater for their every financial need, You are just one click or call away from receiving truly tailored goal driven financial advice.

Where to find us
Head office address: Block G , Office 2, Western Industrial estate, Caerphilly, Caerphilly, CF83 1BE
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 6th July 2020

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