Adrian Smith Wealth Management Ltd
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Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
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Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
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Pensions & retirement
- Annuity purchase
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
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Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
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Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
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Financial planning
- Wealth management
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 www.aswealthmgt.co.uk 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.
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