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
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!