Adam Heyes

Adam joined RBC Brewin Dolphin Bristol office in 2025 and is a Wealth Manager. He provides holistic financial planning advice tailored to a range of high-net-worth clients including private individuals, family trusts and intermediaries.

His role involves offering complex advice such as tax efficiency, investment planning, inheritance tax planning and protection to business owners and entrepreneurs exiting their businesses and needing future income. He also advises professionals and individuals heading towards or in retirement, placing great emphasis on building trust with his clients and taking a long-term, relationship-led approach to understand their personal and financial objectives, allowing him to develop tailored solutions that deliver real financial security.

Adam has been advising clients since 2015 and brings extensive expertise across wealth management and financial planning. Previously he worked at Standard Life Aberdeen and LGT Wealth Management, where he developed strong experience in investment management and comprehensive financial planning. He is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).