Adrian Smith Wealth Management Ltd

Independent Financial Adviser  15 Olympic Court, Westby and plumptons, Lancashire, FY4 5GU
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FCA authorised
Last authorised 21st September 2020
Experts in providing advice on occupational pensions, personal pensions and investments in a friendly, jargon free manner.
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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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
Meet our advisers
Adrian Smith
Director
Mike Tuxford
Pension Specialist
About us

Adrian Smith Wealth Management specialises in providing bespoke pensions and investment advice.

Whether you have an occupational pension scheme and need to know how new changes to legislation affect you or you are looking to build a nest egg for the future, we can help.

We aim to provide you with unparalleled levels of service in a friendly and personal manner that hopefully makes you feel engaged from start to finish.

We avoid jargon wherever possible and because there are only 2 advisers in our firm we are able to offer consistent accurate advice and which means that you are always dealing with the same person who understands your circumstances.

Why choose us? We believe that the jewel in our crown is our investment process.

We offer a state of the art monthly review programme which we believe to be unique on the Fylde coast. Please visit our website at <url hidden> and watch the short video of how this works and how it can help your investments.

Please contact me for an informal chat. We would only be too happy to help.

Our services

The key to good advice is the relationship between the client and the adviser. The trust that is built up over time is extremely important for both parties.

I think we offer something slightly different in the way we treat our clients. We treat our clients and their pensions and investments with a high degree of respect in the same way that we would want to be treated.

We have gone to great lengths to ensure our clients assets are invested in the best possible environments and that our clients are offered an unrivalled experience.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

15 Olympic Court, Boardmans Way, Whitehills Business Park, Blackpool, FY4 5GU

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