Adrian Smith & Partners Ltd

Independent Adrian Smith & Partners Ltd, ASPL House, 9 Elm Court, Meriden Business Park, Copse Drive, West Midlands, Coventry, CV5 9RG
FCA verified
21st October 2019
We make our Clients' lives easier! You are likely to be age 50+.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Stockbroking services
    • Long term care
Meet our advisers
adviser-person
Ivan Hutchings
Certified Financial Planner
adviser-person
Adrian Smith APFS
Chartered Financial Planner.Certified Financial Planner.
Where to find us

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

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
Minimum mortgage value
£0