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. 

It's true to say that we're living in an increasingly digitised environment. Bank branches have closed and most things are controlled using a mobile device. 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's essential 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're 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're trying to achieve, I'm sure we'll make a great fit. Give us a try and I'm sure you'll 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.

I'm Ex Territorial Army, I'm a keen golfer and have a passion for classic cars. 

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

About

Adrian Smith Wealth Management provides expert, objective independent financial advice to individuals, families, trustees and charities, tailored to meet their specific needs.

As a boutique practice, we pride ourselves on our close working relationship with our clients. We understand their circumstances and work with them to plan futures and realise expectations. Together with Mike, our pension expert, and with experience of over 40 years in banking, investment and financial planning, we will help you to build your wealth, protect it, and pass it on to future generations.

We pride ourselves on our high level of personal service designed specifically to provide specialist state of the art, independent pension and investment advice.

We consider traditional values of quality, service, respect, honesty and trust to be of utmost importance, however we also understand the advantages that can be brought about using the latest technologies and ground breaking investment techniques. These are some of the reasons our clients remain with us for the long haul.

Please read our ‘Testimonials’ and make up your own mind.

TESTIMONIALS

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