How We Can Help You

How our specialists can help you with your personal financial planning

We offer an all-round personal financial planning and advisory service, but most clients benefit from our specialist expertise in constructing and maintaining investment Portfolios - whether through savings or pensions. In doing so we cover areas such as:

We also have a proven track record in purchasing commercial properties through pension funds.

In this section we have provided some examples of the circumstances under which our clients contact us to illustrate ways in which ASPL's team could help you:

I am under 50 and

I am over 50 and

If you have a different set of requirements please get in touch to find out more about the services we offer and how we can help you too.

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Adrian has a perceptive understanding of our financial situation, gives common-sense advice and is skilful in steering us in the direction he knows to be most suitable for us. Mr & Mrs S - Solihull

FCA Statement

Accreditations

Adrian Smith

Chartered Financial Planner
Chartered Wealth Manager
CFP-CM

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