Adam Heyes

Adam joined RBC Brewin Dolphin in 2025 as an experienced Financial Planner in our Bristol office. He specialises in delivering holistic, tailored financial advice to high-net-worth clients, including private individuals, family trusts, and intermediaries.

With a client-centred approach, Adam provides comprehensive guidance across tax efficiency, investment planning, inheritance tax planning, and protection strategies. His expertise is particularly valuable to business owners and entrepreneurs navigating exits and securing their future income, as well as professionals and individuals approaching or in retirement. He builds strong relationships with his clients, taking a long-term, relationship-led approach to understand their unique personal and financial objectives and develop customised solutions that deliver genuine financial security.

Drawing on over a decade of experience since 2015, Adam brings deep expertise in wealth management and financial planning. He previously worked at Standard Life Aberdeen and LGT Wealth Management, where he developed extensive knowledge in investment management and comprehensive financial planning. Adam is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).