Adrian joined in 2004 and has worked in financial services since 1985. His primary role is to help our clients with their Financial Planning. In addition he acts as Director of the company and also leads our Investment Strategy Committee. Adrian is qualified as a Fellow and Chartered Financial Planner, which enables him to help our clients with some of the more complex financial decisions they are faced with. Adrian also provides investment advice to a number of Charities and guides them through the key decisions trustees have to make with their funds.
