Adrian Smith
Chartered Financial Planner, Independent Financial Adviser (Ifa),and Business Owner & Md @Adrian Smith & Partners Ltd
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WORK HISTORY
Chartered Financial Planner, Independent Financial Adviser (Ifa),and Business Owner & Md @Adrian Smith & Partners Ltd
Meriden, GB
We offer an all-round personal financial planning and advisory service, but most clients benefit from our specialist expertise in constructing, maintaining, and reviewing investment & pension portfolios. In doing so we cover areas such as:* Tax planning* Inheritance tax planning* Retirement planning* Wealth management and investments* Insurance and income protection* Financial advice and planning for your businessWe also have a proven track record in purchasing commercial properties through pension funds.We like to work with other professional firms who have clients that require specialist investment, retirement and/or estate planning advice. We especially welcome discussions with solicitors at the present time, as their regulatory costs increase and they seek alternative financial planning solutions.
SKILLS
ABOUT ADRIAN SMITH
I started my career as an Independent Financial Adviser (IFA) in 1990, joining my Chartered Accountant father’s Advisory firm. In I set up financial planning specialists Adrian Smith & Partners Limited (ASPL) in central Solihull, West Midlands, before moving to Meriden, Warwickshire in 2005.We act for private individuals, corporate clients and trustees, and we seem to work best with company directors, business owners, professionals, those who are retired, and those who expect to retire in the next 10 years or so.With ASPL my aim is to run an efficient, first-class, professional financial planning service with the \"personal touch\", where every client feels welcome.Attaining the highest standards of professional practice is important to me. I am a Chartered Financial Planner and a CERTIFIED FINANCIAL PLANNER CM professional. Areas of specialism:Wealth Management and InvestmentsRetirement and Pensions PlanningEstate and Inheritance Tax PlanningPersonal Tax PlanningCorporate Financial InvestmentInsurance for you and your familyFinancial Planning
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