Adrian is both USA and UK and European Qualified with over 25 years experience and more than 20 years offshore.
Adrian is a fully qualified advanced wealth and investment adviser 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) and USA FINRA series 65.
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 assisting clients with complex cross-border wealth management including citizenship by investment in Europe (Golden Visa) and USA (EB5 and EB3).
Adrian spends his time between Europe and the USA servicing his clients and helping them to achieve their financial goals and objectives.
- USA Series 65
- Member of the London institute of banking and finance MLIBF DipFA ®
- CISI i,ii, iii
- Financial services regulation and ethics ( Merit)
- LIBF Advanced financial advice