Adrian Smith DIP PFS
Managing Director

I started out working at Lloyds Bank at the tender age of 16. That was more than 40 years ago. I have to say that the bank was a great grounding in what was to come. Following Lloyds I had 10 years in  underwriting, insurance and commercial finance for some of the major insurers. During my time there I developed relationships with many IFA practices and in 1999 I was invited to join an established firm of financial advisers in South Manchester, later becoming reporting partner.  

Some years later, and following a successful career, I recognised the need for a change based upon the then FSA's new regulations on 'Treating 'Customers Fairly'. This has become something of a mission statement to Adrian Smith Wealth Management, in the way we deliver our service to our clients. 

I think it is true to say that we are living in an increasingly digitised environment. Bank branches have closed and everything is now controlled using a small hand held device that a few years ago was used only to make telephone calls. We should of course embrace change, however in my opinion, only where that change enhances the overall experience. I would hope that my practice provides a traditionally focused approach to client service but also embraces the best of technology in order to provide consistent and repeatable outcomes. 

The requirement to understand your aims and ambitions is of paramount importance. Pensions and investments are usually long term commitments and in some cases can span generations, therefore it is essential that you have an adviser you can relate to both now and in the future. In order to achieve this, I recruited the services of an additional adviser who not only has the same ethos, but also vast knowledge and experience in the pensions and investment sector. Together we operate our practice with emphasis on simplifying processes for clients in ever changing financial markets. 

If you are looking for friendly, simplified advice from experienced, approachable advisers, who will get to understand your circumstances and will take the time to understand what it is you are trying to achieve, I am sure we will make a great fit. Give us a try and I am sure you will not be disappointed.

Adrian Smith Wealth Management was founded in 2015. We have 2 advisers and 4 staff. We know all our clients personally and manage in excess of £60,000,000.

Ex Territorial Army, I a keen golfer and have a love of all things cars, especially classic cars. 

Call: 01253 535535
Email: adrian@aswealthmgt.co.uk