Adam Brookbanks

Financial Planning

MEET ADAM BROOKBANKS

Managing Director, FTA Financial & Wealth Management | Independent Financial Adviser (DipFA)

Adam Brookbanks is the Managing Director of FTA Financial & Wealth Management and a highly respected Independent Financial Adviser with a wealth of experience supporting both individuals and businesses.

Holding the Diploma for Financial Advisers (DipFA) and recognised by the London Institute of Financial Services (LIFS) for his professional standing, Adam offers holistic, expert advice across a broad spectrum of financial planning. His specialisms include investments, pension strategy, and advanced tax-efficiency planning - along with dedicated expertise in NHS Pension analysis and advice.

With a deep understanding of portfolio diversification and long-term financial structuring,

Adam helps his clients harness the full potential of their wealth - ensuring their money works as hard as they do.

Exclusive Financial Insight for The Principals Club Members

Adam Brookbanks is proud to collaborate with The Principals Club, offering tailored financial expertise designed to help dental professionals maximise and protect their wealth.

What’s Included?

A personalised consultation to review your financial goals.
Investment and pension strategy insights tailored to dental professionals.
Tax-efficiency tips and guidance, including NHS Pension analysis.

Why Work with Adam Brookbanks?

Adam’s approach is calm, clear, and always bespoke. Whether you're planning for growth, safeguarding your future, or restructuring your finances, Adam combines technical skill with real-world insight to help you make confident, informed decisions.

Ready to Take Control of Your Financial Future?

Join The Principals Club today to gain access to Adam Brookbanks’ expert financial guidance—alongside a suite of powerful tools to support your clinical and business ambitions.