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Adam Marchant is a Financial Advisor at Wellesley since February 2023, bringing diverse experience in financial services. Previously, Adam served as a Lifetime Mortgage Adviser at Unleash Equity, where valuable insights were gained alongside experienced advisers. Adam's background includes a role as a Data Analyst at the Ministry of Education of New Zealand, managing International Student Levy data, and working as a Custodial Services Officer at Public Trust, reconciling investment accounts. Early professional experiences include positions as an Equities Analyst at Medallion Financial Group, a Learning Advisor at Cluey Learning, and an Outbound Sales Representative at Freedom Insurance. Adam's career began with roles as a Financial Analyst and Pension Administrator at Legal & General and Aegon, respectively, along with a debt collection role at EDF Energy. Educational qualifications include multiple certifications from the Chartered Insurance Institute and a diploma in Regulated Financial Planning.