Response rating
9.0/10
FCA verified
20th March 2017

Adrian Smith & Partners Ltd

Independent Financial Adviser Adrian Smith & Partners Ltd, ASPL House, 9 Elm Court, Meriden Business Park, Copse Drive, West Midlands, Coventry, CV5 9RG
We make our Clients' lives easier! You are likely to be age 50+.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Corporate pension
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Long term care
Meet our advisers
adviser-person
Adrian Smith APFS
Chartered Financial Planner.Certified Financial Planner.
adviser-person
Ivan Hutchings
Certified Financial Planner
Where to find us
About us

We are a Midlands-based firm of Chartered Financial Planners, choosing to focus upon Client service, in order to further develop mutually rewarding long term business relationships.
We believe that we can offer our clients a truly personal service that will make the process of achieving their financial goals much more enjoyable.
Most of our business derives from personal or professional (e.g. Chartered Accountant) recommendation, but we welcome other enquiries also.

Our services

We look after our Clients, both financially and personally.
It's not just Business, it's Personal!

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Compliance

We are directly authorised by the Financial Conduct Authority .
You can view our FCA authorisations at http://www.fca.org.uk/register/

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