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 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).
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.
- Member of the London institute of banking and finance MLIBF DipFA ®
- CISI i,ii, iii
- Financial services regulation and ethics ( Merit)
- Advanced financial advice
- Series 65 qualified and registered with FINRA for USA based clients