Adrian Atkinson

Managing Director, Chartered Financial Planner – Member of the Investment Committee

What matters most to our team both at work and in personal time:

Professionally – it matters to me that we provide a professional, welcoming, proactive and family-focussed holistic financial planning service to our clients and their other professional advisers.

We understand that listening matters so that we can ensure objectives are met and wealth is preserved. We strive for perfection but recognise that on rare occasions we can get it wrong, and it matters that we deal with mistakes fairly, quickly and learn from the experience.

Personally – what matters is time with my family, active and social weekends and playing and umpiring hockey and hopefully some skiing every year.

My experience

I have been working in financial planning and wealth management for over 33 years, specialising in;

  • High net worth holistic planning for families
  • Business owners / Entrepreneur planning
  • Pension Transfer Advice


  • Chartered Financial Planner
  • Pension Transfer Specialist


Meet the rest
of our team

As financial planners and wealth managers our commitment to building long-term relationships with clients comes through our ability to provide holistic financial planning solutions.

Meet the team

Get in touch today

We’ve built long lasting relationships on the strength of a good conversation, if you are looking for wealth management and independent financial planning advice or have any questions about the services we offer, please do get in touch.

T. 01223 233331


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