ASPL: we are financial planning specialists
Adrian Smith & Partners Limited (ASPL) are financial planning specialists and were established in 1999 in central Solihull, West Midlands, before purchasing offices in Meriden, Warwickshire in 2005.
Ivan is a CERTIFIED FINANCIAL PLANNERCM Professional and Adrian is a CERTIFIED FINANCIAL PLANNERCM Professional and Chartered Financial Planner.
The Company has achieved Chartered Financial Planner status (Chartered Insurance Institute) and is also Accredited by The Institute of Financial Planning.
We act for private individuals, corporate clients and trustees, and we seem to work best with company directors, business owners, professionals, the retired, and those who expect to retire in the next 10 years or so.
We are often asked to act for firms of accountants and solicitors, and continue to encourage their enquiries.
As part of our Adviser Charging proposition,we have a range of Services, most of which we levy a maximum of 1% p.a. charge, based on the investments and /or pensions you require ongoing advice upon.
We are able to meet you at a convenient location or you are welcome to visit us at ASPL House in Meriden, West Midlands.
Regular contact, valuations, knowledge of the market.Mr W - Gloucestershire