Finding your way through the financial planning maze is difficult and many people put it to the bottom of their priorities, me included. 

What Adrian manages to achieve is a good humoured approach to assisting you together with a voice of conscience to ensure you progress your investment strategy.  Adrian is very approachable, informative and responsive to my requirements.

As my choices increase particularly with the new rules around pensions, I'm sure that I can count on Adrian for continued solid advice and to provide valuable challenge to my financial planning and investment strategies.

Paul Flint - Chartered Accountant

Adrian has been advising my wife, Lisa, and I for nearly 5 years and have always been delighted with his advice. Adrian will not only recommend the right products and course of action in terms of our investments, but will also tell you what he would do. As someone who is also in professional services, I know how valuable that is to my clients – it has been the same for us.

Chris Hunt - Solicitor

We have known Adrian now for over 20 years. We have over that time received excellent financial advice regarding our nursing home business in the north of England.

When we sold our successful business several years ago for a seven figure sum, and eventually our home for a six figure sum we needed good advice on what to do with our new found wealth. Adrian proved to be a tower of strength and guided us through a somewhat difficult time with his profound knowledge of investments and financial markets. He is always on call and meets us on a regular basis for personal meetings to discuss our portfolio.

We have come to regard Adrian as a good friend and have recommended him to friends and family, where he has proved his worth time and again.

We often say to each other "what would we do without him"?

Charles and Dorothy Holland - Retired

The advice and guidance Adrian has given to my husband and myself is second to none, we feel that we can trust him and he understands our personal requirements.  We certainly have no complaints in the way Colin's pension funds have grown since he started to manage them and had no hesitation in recommending him to friends who needed financial advice over the last 7 years.

Jackie Ireland - Former area sales manager – L&G Corporate Pensions

Adrian has handled my investments and pensions for well over 20 years, during that time I have been completely satisfied with his counsel in all matters. My portfolio's growth is a demonstration of the value of his advice & I believe in the difficult times investments have been experiencing recently, I have kept 'ahead of the game'. I would have no problem commending his services to anyone seeking expert financial advice and have done.

Jim Wardle - Retired - Design & Manufacturing Manager

For me the transition to self employed from “corporate employment” presented many challenges, not least being the question of “what to do about my pension?

With retirement looming on the horizon I needed a “real person” help me optimise my pension pot and subsequently, my investment portfolio.

 Finding Adrian was just what I needed.

  • easy to talk to, either face to face or over the ‘phone
  • regular flow of information and review on the performance of my portfolio
  • action when needed to shift funds around

Greg Norris - Principal – RYA Training