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