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
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount investe
Adrian provided us with financial advice that my wife and I required. He explained everything with ease and was constantly updating me with the progress. I would definitely recommend him to others.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.