Our People
Our expert wealth management team comprise the following key people: please click on each name in turn for further details.
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Adrian is a CERTIFIED FINANCIAL PLANNER professional. He established Adrian Smith & Partners Ltd. in June 1999. His qualifications include Certified Financial Planner (CFP), Financial Planning Certificate (FPC), Advanced Financial Planning Certificate (AFPC), Securities Institute Foundation Certificate, Dip PFS.
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Ivan is a Certified Financial Planner and joined ASPL in 2003. His qualifications include: Certified Financial Planner (CFP), Advanced Financial Planning Certificate (AFPC), Financial Planning Certificate (FPC), G60 Pensions.
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ā Your honesty and impartiality. You are extremely knowledgeable about financial matters and products. We have a good relationship and you are friendly and easy to deal with āMr & Mrs C - N Yorkshire