“There are some families I have looked after almost since the start of my career. It is very rewarding when 20-years into a client relationship, I see their children going to university. I helped start that financial path when they were babies!”
- Locations
- Cardiff
Adrian is Head of Financial Planning at the RBC Brewin Dolphin Cardiff office. He has specialist knowledge of investments, pensions, complex inheritance tax and trust planning and helps clients with issues around multi-generational wealth and decumulation during retirement.
He is also able to offer advice in less complex areas such as which car to buy or if gifts to family members are affordable. He sees the role of a financial planner as being the architect of people’s financial lives and to fully understand the challenges from one generation to the next.
Adrian began his career in financial services in 1996 at Lloyds Bank and in 2002 became a Regional Independent Financial Adviser at the Royal Bank of Scotland. He then took on a director role at Coutts in 2007. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and qualified to diploma level in regulated financial services by the Chartered Insurance Institute.