Adrian has joined Charles Derby following 11 years with Legal and General and over a year with Rowan Dartington. Adrian also spent 6 years working in the wine industry. He believes his previous experience was an excellent foundation for his work as a financial advisor.
Attention to detail, good listening skills and great empathy are symbols of his appreciation by his clients. His professionalism helps him build long-term relationships with his growing client base and provide excellent customer service.
Adrian is a proud recipient of a Law Degree from Swansea University, and Diploma in Financial Services.
Adrian is happily married to his lovely wife Rhian and has two lovely children. Away from the business, he enjoys golf, fine wine, camping and spending time with family and friends.
Mortgage placement and arranging for:
First time buyers
Deals researched and arranged to suit:
Fixed rate deals
Variable and flexible
Capped and or collared
Home contents insurance
Whole of life and Term Assurance protection
Private medical arrangements
Critical illness insurance
Permanent Health Insurance, aka Income Protection Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments