Adam Caga MSc, Ch.MCSI, Ch.FLIBF
Chartered Wealth Manager
Director
Adam joined RVW WealthCare in 2009 having spent the previous nine years of his career providing financial planning advice to clients of some of the UK's largest financial services organisations. He has spent the vast majority of his career advising private clients and their families, business owners and trustees on their financial planning requirements.
Adam has particular expertise in advising clients approaching or making the transition into retirement, be that on investment portfolio matters, or retirement planning strategies. He often provides guidance on intergenerational wealth planning, later life planning & long term care needs.
Adam holds an array of advanced professional and academic qualifications including a Master's degree in Financial Planning and Business Management. He is a Chartered Fellow of the London Foundation for Banking and Finance, a certified Professional in Financial Advice, a Chartered Member of the Chartered Institute for Securities and Investment as well as a Chartered Wealth Manager.
Specialist qualifications include those enabling him to advise on later life elements of financial planning, such as Long Term Care and Equity Release. He is also a Pension Transfer Specialist.