Personal service, very informal but professional. At home maintenance visits as well as availability on the phone or via emails. Explains why he is advising what he does and always confirms agreements in writing promptly after a visit. Annual resumes are welcomed. Adrian also manages my 91 year old Father’s finances. He has given advice on tax affairs with particular reference to Inheritance Tax, hopefully this will be sound as and when required!
I was also advised re encashing a pension plan, welcome advice in a minefield and a satisfactory outcome.