0330 038 8938
Based in Darlington
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FCA Regulated
Adrian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 April 2025
Adrian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Adrian has not received any client reviews in the past 12 months
Adrian has not received any reviews in the last 12 months
Adrian has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Adrian has not yet added their qualifications to their profile
Qualifications not yet added
Adrian has not yet added their qualifications to their profile
Transparent Fees
Adrian has not yet added their fees to their profile
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Adrian has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Adrian (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Adrian
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Adrian (based on 4 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Adrian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 April 2025
Adrian and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Adrian has not received any client reviews in the past 12 months
Adrian has not received any reviews in the last 12 months
Adrian has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Adrian has not yet added their qualifications to their profile
Qualifications not yet added
Adrian has not yet added their qualifications to their profile
Transparent Fees
Adrian has not yet added their fees to their profile
Fees not yet added
Adrian has not yet added their fees to their profile
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Adrian (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Adrian
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Adrian (based on 4 first impressions)
I have been a financial adviser since 1989. I started with a home service insurance company, dealing with existing clients, and then moved to a major high street bank, providing relevant pension and investment advice to its customers. In 2003, having gained valuable experience, I joined a national firm of independent financial advisers, specialising in helping employees of public sector or large private sector employers, particularly those who were nearing retirement. As a result, I have clients spread throughout the UK, the majority of whom have dealt with me for many years. Due to the age profile of my clients, most of the work I am involved in is advising on investing for growth or income, and making best use of pension provision. I also engage in helping clients who wish to write wills, by referral to a specialist will writing service. Apart from a reasonable level of technical knowledge, I believe that an key element of providing financial advice is listening to clients and establishing what is really important to them. I am acutely aware that the world of finance and investing can be bewildering, and I aim to explain the various issues in a concise and informative way. Equally important is the ongoing service provided, with every client offered an annual review, usually face-to-face; I find this personal service is appreciated, and I have no doubt that it helps to cement the client relationship. Away from work I enjoy spending time with my family, often spending weekends in the Lake District. In addition, some of my spare time is spent tinkering with classic motorcycles, and I can frequently be found riding them on summer evenings and weekends.
Offers available through VouchedFor
Contact Adrian through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Adrian's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
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