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 is a specialist pension and investment practice.
This allows us the time to concentrate and develop your core assets in the best ways possible.
It is our mission to provide for you the best possible investment returns from your capital, whether that be in savings or pensions, within your capacity for risk.
At the same time we aim to provide you with unparalleled levels of service from ourselves, the providers and the investment managers we recommend.
Many independent financial advisers, following initial recommendations, provide a review on each plan anniversary. For some this is adequate, however it is not quite the way we do things at ASWM.
We believe our clients deserve a little more. The design of our portfolio's is a painstaking process and not something to be left to chance in changing markets.
We believe in the basic requirement for on-going reviews. We have adopted a process to analyse the progress of your portfolio month by month.
Should you place your trust in us we will perform a monthly analysis of your portfolio and compare them to every other fund in their sector and if necessary, with your permission, switch to better alternatives.
Every month, we use a process to monitor the performance of every fund in your portfolio. We identify the underperformers to be sold and select replacement funds from the same sector. Each and every month you receive an e-mail either recommending a switch to an alternative fund or confirming that no action is to be taken.
Either way we make sure you are always kept up to date and knowing that we are working on your behalf. We think that's how it should be.