Adrian enjoyed a long and successful career in the Royal Navy. The highlight of which was serving as a permanent crew member on-board Her Majesty’s Royal Yacht Britannia. In 1990, having retired he returned to his roots back here in Dorset. He then became an IFA with a well-known high street bank.
Since then given his time served, he has evolved into a natural specialist in the area of later life lending and financial planning. He now specialises in advice in the Equity Release market, which is an increasingly important solution needed by many clients approaching and entering into retirement. Adrian’s meetings often contain discussions around the bank of Mum and Dad for those who want their house back, and increasingly, the bank of Grandad and Grandma for clients who have potential inheritance tax concerns. When he is not working, you can rest assured that on a Sunday if an F1 Grand Prix was showing, his armchair will be working hard.
Adrian also works at Wareham for Financial Thursdays.
- Dip IP
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