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.