Adam Kerr

Adam Kerr

Trainee Paraplanner
Glasgow office

About me

I work within the Financial Planning team in the Glasgow office. As a team, we specialise in all areas of Financial Planning and Wealth Management for clients. I assist financial planners in researching and preparing recommendation reports, tailoring them to the client’s circumstances and their specific objectives.

Background/Experience

I graduated university with an honours degree in Business in 2021. While at university, I undertook an internship at an international wealth management firm based in Edinburgh. Upon completion of the internship and university, I moved into a trainee financial planner role where I then joined Investec in September 2022. I am now working towards the Advanced Diploma in Regulated Financial Planning.

My interests

Having represented Scotland at age grade rugby, I now play at club level in the Scottish Premiership league.

My areas of expertise

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Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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Adam Kerr

At Investec, we recognise that providing advice isn’t ‘one size fits all’. We take pride in providing unique and personalised advice to our clients.