This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. North West
  6. breadcrumbs-arrow
  7. Lancashire
  8. breadcrumbs-arrow
  9. Westby And Plumptons
  10. breadcrumbs-arrow
  11. Adrian Smith Wealth Management Ltd

Adrian Smith Wealth Management Ltd

Independent Financial Adviser 15 Olympic Court, Boardmans Way, Whitehills Business Park, Blackpool, FY4 5GU
First meeting at adviser's own cost
Response rating
10/10
FCA verified
12th November 2018
Experts in providing advice on occupational pensions, personal pensions and investments in a friendly, jargon free manner.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • 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
    • Wealth management
Contact us Request a call back Show number Recommend to a friend
Meet our advisers
adviser-person
Mike Tuxford
Pension Specialist
Adrian Smith
Director
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
Jim Wardle, Rochdale
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
Charles Holland, Droitwich
‘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
Chris Hunt, Stratford-Upon-Avon
Where to find us

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

Contact us
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 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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Contact us Request a call back Show number Recommend to a friend
Contact options
Contact us Request
a call back Show number Recommend to a friend

Similar advisers near you

Questa Chartered Financial Planners
Independent Financial Adviser 0.16 mi
Sound financial advice is an investment for the future and Questa Chartered helps people maximise the opportunities available.
 
See profile
Windmill Financial Services Ltd
Independent Financial Adviser 2.45 mi
 
 
See profile
Adcas Financial Management Ltd
Independent Financial Adviser 2.6 mi
 
 
See profile
True Potential Wealth Management LLP
Financial Adviser (Restricted Whole of Market) 3.19 mi
Helping clients achieve their Financial Planning goals and objectives for over 24 years and offer a free initial consultation meeting.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.