Our People

Our People

The Directors established a culture some years ago whereby our Private Clients are placed firmly at the heart of the business, and  our team are intent upon delivering a first class personal service to each individual Client.

To find out more about our team who deliver our Services to our Clients please click on each name in turn for further details.

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Adrian is a Chartered Financial Planner and a CERTIFIED FINANCIAL PLANNERTM professional. He established Adrian Smith & Partners Ltd. in June 1999. His qualifications include Chartered Financial Planner, 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 PLANNERTM professional 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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Business & Technical Manager

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Business & Technical Support

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Business & Technical Support

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Business and Executive Assistant

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...consistent good advice that I can understand. Mr D - Derbyshire

FCA Statement

Accreditations

Adrian Smith

Chartered Financial Planner
Chartered Wealth Manager
CFP-CM

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