Adrian has been in Financial Services for over 30 years. Starting out as a Building Society Manager, he subsequently worked as a life office consultant for Clerical Medical and Friends Provident. Whilst working for these companies Adrian undertook extensive training, both in-house and externally, gaining the Financial Planning Certificate and latterly the Diploma in Personal Financial Planning.
A father is someone who carries pictures where his money used to be.
Adrian’s speciality is dealing with Solicitors, which means that much of his work revolves around advising on Trusts and associated taxation, including Inheritance Tax mitigation strategies. His work with Solicitors also involves advising elderly clients, directly or via their Attorneys, with regards to Residential Fee Planning. In order to give advice in this area he had to obtain further qualifications in 2007.
Adrian very much enjoys Investment Management and Portfolio Planning as a member of our Investment Management Committee, the engine of Pembroke’s Wealth Management proposition. Adrian is co-Oversight in Committee of the Fixed Income asset class and has more recently taken on the Emerging Markets and Specialist sectors.
Married for 30 years, he has 3 grown children, one of whom is looking to pursue a career in Financial Services. She couldn’t ask for a better mentor!
- 2009 to Present: Pembroke Financial Services
- 1995 to 2008: Various IFA roles in East and West Sussex
- 1988 to 1994: Various Life Office Consultant roles including Clerical Medical and Friends Provident
- 1985 to 1987: Manager of the Woolwich Building Society, London Road, Brighton
- 1982 to 1985: London University
Happy to recommend you
I am very happy to recommend you for all the help and assistance you have given me over the years. I hope that we will be able to continue our good relationship in the years to come and look forward to the next project.
Appreciate the work done this year in growing my investment
Just wanted to drop you a line to thank you for coming around earlier this week. Appreciate the work you have done this year in growing my investment and it was a helpful conversation in every way!
Thank you so much for the investment advice
I want to thank you so much for the investments that you worked out for me. I am able to live very comfortably – 3 holidays a year – and fillet steak when I want to buy it!
Efficient and friendly service with relevant advice
From a personal point of view Pembroke Financial Services has always provided an efficient and friendly service with relevant advice. As a client of my firm, the company has always acted in a professional manner.
We really appreciate the professionalism of Pembroke
We are confident that going forward we have a healthier handle on this area of our finances and really appreciate the professionalism of Pembroke.