About Adrian
I am a distinguished leader in the field of financial and wealth planning, bringing over three decades of expertise that spans a broad spectrum of financial advice. I specialise in providing investment and financial planning advice to private clients, trusts, pension schemes, and charities, a focus I’ve maintained for more than 34 years. My deep understanding of investment consultancy issues—particularly for individuals, trusts, and charities—sets me apart. My career has included pivotal roles at Tollers in the UK, Abacus Trust Company, RBC, and DPZ Capital, where I was instrumental in expanding and managing financial planning services across various regions and organisations. This journey culminated in my leadership at Brooks Macdonald International before its acquisition by Canaccord.