With over 30 years’ experience in the financial services sector, Adrian Wright has now established many working relationships with different generations within families and individuals within this sector due, in part, to the insight and understanding that he has for their specific financial requirements – whether these be personal or corporate.
In line with the focus on professional development, Adrian has achieved specialist knowledge and is now fully qualified to advise on trusts* and estate planning. However, as a Partner Practice of St. James’s Place Wealth Management, Adrian's service is enhanced and complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax Planning, Auto-Enrolment (Workplace Pension Schemes) and Retirement Planning. Adrian is an accredited member of SOLLA (Society of Later Life Advisers).
Outside of the business, Adrian is a keen cyclist and supports his local football team.
Charity is also important to Adrian and he regularly participates in local events such as the Great Nottinghamshire and Belvoir Bike Rides.
*Trusts are not regulated by the Financial Conduct Authority