Adrian Smith Wealth Management Ltd
Experts in providing advice on occupational pensions, personal pensions and investments in a friendly, jargon free manner.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Income protection insurance
Capital gains tax
Last authorised 29th June 2020
Meet our advisers
Qualifications & Accreditations
CeMAP - Certificate in Mortgage Advice and Practice (LIBF)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
CertPFS (DM) - Certificate Personal Finance Society (PFS)
To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management
What our clients say
‘Adrian has handled my investments and pensions for well over 20 years, during that time I have been completely satisfied with his counsel in all matters. My portfolio's growth is a demonstration of the value of his advice & I believe in the difficult times investments have been experiencing recently, I have kept 'ahead of the game'. I would have no problem commending his services to anyone seeking expert financial advice and have done’.
Jim Wardle - Retired - Design & Manufacturing Manager
We have known Adrian now for over 20 years. We have over that time received excellent financial advice regarding our nursing home business in the north of England.
When we sold our successful business several years ago for a seven figure sum, and eventually our home for a six figure sum we needed good advice on what to do with our new found wealth. Adrian proved to be a tower of strength and guided us through a somewhat difficult time with his profound knowledge of investments and financial markets. He is always on call and meets us on a regular basis for personal meetings to discuss our portfolio.
We have come to regard Adrian as a good friend and have recommended him to friends and family, where he has proved his worth time and again.
We often say to each other "what would we do without him?"
Charles and Dorothy Holland - Retired
‘Adrian has been advising my wife, Lisa, and I for nearly 5 years and have always been delighted with his advice. Adrian will not only recommend the right products and course of action in terms of our investments, but will also tell you what he would do. As someone who is also in professional services, I know how valuable that is to my clients – it has been the same for us.’
Chris Hunt - Solicitor
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.
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.
Where to find us
Head office address: 15 Olympic Court, Boardmans Way, Whitehills Business Park, Blackpool, FY4 5GU
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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