Adam is a financial advisor providing advice on a range of products including Mortgages & Insurances, Investments
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Buildings and contents
Home and leisure
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 23rd March 2020
Meet our advisers
Adam McCarthy DipFa CeMap
What our clients say
"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
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
"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
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.
Neil Stuart Anderson. (Retired Child Protection Social Worker).
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
Adam McCarthy is based in south wales and provides industry leading advice, providing a bespoke service to include
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
34 Sword Hill, Caerphilly, Caerphilly, CF83 2AG
Minimum wealth (income/assets)
Minimum mortgage value
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