Adrian’s career within Financial Services started off in banking in 1989 and he’s been assisting clients make the decisions, which change their financial lives for the better, ever since. His focus is to build ongoing relationships with families, individuals and businesses and to provide holistic advice in all areas of financial planning. He prides himself on working with his clients over the long term, creating a private client financial plan tailored to their personal goals.
Adrian is committed to ensuring that his industry knowledge remains relevant and current by placing strong emphasis on his personal development. This, along with the pride and dedication that he places on developing solid relationships with his clients, ensures that he is able to offer a rounded, professional and principled service to all.
Whilst Adrian is based in Leicester and the majority of his clients live within the East Midlands, he also provides wealth management advice to clients in the West Midlands and as far afield as London.
Outside of work, Adrian enjoys a game of golf, supporting his favourite football team, holidaying and spending time with his family. He also loves swimming, something he was keen to encourage his children to learn and is also a qualified Scuba PADI Divemaster!
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.