Adrian Smith

Adrian Smith

Director
Chartered Financial Planner
Chartered Wealth Manager
a CERTIFIED FINANCIAL PLANNERTM professional

Background

Adrian became an Independent Financial Adviser (IFA) in 1990, joining his father’s Chartered Accountant firm. Considerable experience was gained from the Discretionary Investment Management parts of the business. He obtained the Financial Planning Certificate in 1991, then the Advanced Financial Planning Certificate and the Securities Institution Foundation Certificate in 1993.  He became a Chartered Financial Planner in December 2012.

 

 

Adrian is a CERTIFIED FINANCIAL PLANNER cm Professional.

 

Adrian is currently one of the few Chartered AND Certified Financial Planners in the UK.

Clients

Adrian and his team provide an Advisory Financial Planning Service that has resulted in over £100 million of funds under advice.

Personal

Adrian is married to Carolyn and they have three daughters. Whilst the business and his family take up most of his time, he still manages to read, and play drums (not at the same time).

Qualifications

Certified Financial Planner (CFP)
Financial Planning Certificate (FPC)
Advanced Financial Planning Certificate (AFPC)
Securities Institute Foundation Certificate
Dip PFS

Contact details:

Telephone: 01676 521111

Fax: 01676 521122

Email: enquiries@aspl.co.uk

Back to index
They are, without exception, unfailingly courteous and efficient. Requests and enquiries are promptly dealt with. Dr M - Cheshire

FCA Statement

Accreditations

Adrian Smith

Chartered Financial Planner
Chartered Wealth Manager
CFP-CM

Get in Touch