Adrian Smith & Partners Ltd

Independent Financial Adviser  Adrian Smith & Partners Ltd, Allesley, West midlands, CV5 9RG
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FCA authorised
Last authorised 30th March 2020
We make our Clients' lives easier! You are likely to be age 50+.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Stockbroking services
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Long term care
Meet our advisers
Ivan Hutchings
Certified Financial Planner
Adrian Smith APFS
Chartered Financial Planner.Certified Financial Planner.
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!

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Adrian Smith & Partners Ltd, ASPL House, 9 Elm Court, Meriden Business Park, Copse Drive, West Midlands, Coventry, CV5 9RG

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