Independent Financial Planning Throughout the South West & South Wales
Adrian has worked in Financial Services for over 30 years.His career began with Nat West Bank in 1988 before leaving in 1999 to join Legal & General as a Business Development Manager supporting Independent Financial Advisers with their client planning requirements, mainly in the South East, South West & Wales regions.
He left Legal & General in 2010 to join Zurich Assurance again as a Business Development Manager and then ran his own consultancy reviewing Defined Benefit (Final Salary) pension advice which had been provided by advisers employed by HSBC.
The HSBC review lasted 3 years, following which, Adrian re-joined Legal & General as a regulated advice reviewer in their Compliance department for 12 months before joining Aspira Corporate Solutions Limited in Aust, Bristol as their G60 Pension Transfer Specialist.
In July 2017, Adrian joined Mulberry Welth Management as a fully Independent Financial Adviser, specialising in retirement planning and in particular Defined Benefit (Final Salary) pension reviews.
Adrian has clients on both sides of the Severn Bridge and he has built his community of clients mainly through his expertise in pensions, retirement planning and pension transfer advice.
Independent Financial Adviser & Pension Transfer Specialist
Authorised and regulated by The Financial Conduct Authority
Please email or call Alison (07496 689 309) or Adrian (07725 343 815) for a no obligation review of your circumstances.
Alison Davis and Adrian James are authorised and regulated through Mulberry Wealth Management Ltd. Mulberry Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA). Our Financial Services Register number is 499351.
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