ADRIAN SMITH & PARTNERS

Business Description

Adrian Smith & Partners Limited (ASPL) were established in 1999 in central Solihull premises, before purchasing offices in Meriden in 2005. Our Financial Planning Directors are both "Certified Financial Planners (CFP)",and share over 40 years' experience in Financial Services.

We act for Private Individuals, Corporate Clients and Trustees, and we seem to work best with Company Directors, Business owners, Professionals, the Retired, and those who expect to retire in the next 10 years or so.

Business Services
We offer financial planning and advice across a full range of services including helping individuals with pensions and planning for retirement, estate and inheritance tax planning, investing for children and grandchildren as well as protecting yourself and your income. We also help businesses with financial planning and have a particular expertise in using pension funds to purchase commercial properties.

Business Products
We support our clients with pensions, SIPPs, insurance, investments, retirement planning and tax advice.

Business Staff & Management
Our directors are Adrian Smith and Ivan Hutchings who between them have over 40 years experience in the financial services sector. They are ably supported by Mandy Cooper (PA to Adrian), Vicky Williams, Deborah Williams and Nicky Barter.

Business Clients
Our clients are mainly from the Coventry and Warwickshire region although we also support individuals from throughout the UK with their financial planning. We work most successfully with individual clients who have portfolios between £250k to £5 Million as this enables us to offer them a bespoke service. We currently look after some £80 million of client portfolios.

Business Memberships
Institute of Financial Planning