About Adrian
I am a Chartered Financial Planner, Chartered Wealth Manager of the Chartered Institute of Securities of Investment, and Fellow of the Personal Finance Society, with over 34 years of experience in financial and investment planning. I specialise in advising private clients, trusts, pension schemes and charities, supported by professional qualifications in investment management, portfolio construction, pensions, and long-term care. Over the years, I’ve held senior roles at Tollers, Abacus Trust Company, RBC, and DPZ Capital, and led Brooks Macdonald International before its acquisition by Canaccord Wealth. My experience and commitment allow me to support clients across a broad spectrum of financial planning needs.
I’m passionate about my family and sport, in particular cycling, where I can often be seen chasing my son’s wheels around Jersey. I ride every day of the year and the best commute I’ve ever done was 60 miles on the way to work.