Adrian is both UK and internationally qualified with over 25 years experience and more than 14 years offshore.
Adrian is a fully qualified advanced wealth and investment advisor and holds both the UK and international qualifications from both The Chartered Institute for Securities & Investment (CISI), and The London Institute of Banking & Finance (LIBF).
Adrian provides full holistic financial planning advice covering family protection, wealth creation, wealth preservation, asset and portfolio management, and inheritance tax planning.
However, Adrian’s primary area of expertise is complex UK and international pension consolidation/transfers (SIPP, QROPS and QNUPS).
Adrian spends his time between the UK, Western Europe and The Middle East servicing his clients and helping them to achieve their financial goals and objectives.
Skills and expertise
Member of the London institute of banking and finance MLIBF DipFA ®
CISI i,ii, iii
Financial services regulation and ethics ( Merit)
Advanced financial advice
Adrian says, “I have been married 30 years and have one daughter, Samantha age 27 who is currently a very successful advanced financial analyst at Bloomberg analytics in London.”
Adrian served 3 years in 10th Battalion Parachute Regiment in 1980’s and is still keen to skydive or sky board. He is a PADI Scuba Diving Instructor and also like to ride big Harley Davidson motorbikes on road or off-road across country.
His favourite quote is:
Be fearful when others are greedy and greedy when others are fearful.
– Warren Buffett
“Excellent customer satisfaction and company really looks after your well-being. I would highly recommend this company.” – Mrs. V