In 2017 Adrian and Orestone Wealth Management were invited to become a Partner Practice of the FTSE 100 company, St. James's Place Wealth Management.
Adrian specialises in providing a holistic, high-level financial planning service to his clients to help them achieve their goals as their financial needs evolve over the years. He believes clients appreciate the provision of personal, face-to-face advice, since everyone has their own concerns and ambitions.
Adrian lives in Torbay with his family and when not working he enjoys spending as much time in the great outdoors as possible.
Adrian's qualifications: CeRER, DipFA, Cert CII (Mp), CertLTCP