Chartered Financial Planner
Chartered Wealth Manager
a CERTIFIED FINANCIAL PLANNERTM professional
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.
Adrian and his team provide an Advisory Financial Planning Service that has resulted in over £100 million of funds under advice.
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).
Certified Financial Planner (CFP)
Financial Planning Certificate (FPC)
Advanced Financial Planning Certificate (AFPC)
Securities Institute Foundation Certificate
Telephone: 01676 521111
Fax: 01676 521122
Email: firstname.lastname@example.orgBack to index
They are, without exception, unfailingly courteous and efficient. Requests and enquiries are promptly dealt with.Dr M - Cheshire