Who he is
Adrian started work in the City as a green 17-year-old boy, and left the institutional money markets for the personal finance arena in 2001. For the last 17 years he has worked with hundreds of clients to achieve their financial goals. He strives to make the planning experience as personal as possible, with the desired results for clients being his goal, and what makes him the most happy in his work life.
What he does
Adrian understands the vital role that good money behaviours can have on True Wealth Management as he wants to make sure you are living life on purpose whilst never running out of money. He is a Certified Financial Planner (CFP) and holds the Investment Management Certificates (IMC). He will aim to become a Chartered Wealth Manager and undertake his Registered Life Planning certification in 2020.
Adrian’s True Wealth
Adrian’s life revolves around his wife and daughter. When time permits he follows his passion of golf with a goal of being a single handicapper by end of 2020. Once that has happened, he intends to become a Master of Wine. After all that, Adrian and Anna are trying to create a life on purpose for 20 years’ time, when they plan to spend a third of the year in Abruzzo, a third of the year in the UK and the last third exploring the remaining places on their must-visit places.