We are trusted.

We have been trusted by our clients to deliver high quality financial advice for over 30 years.

We are independent.

We provide independent financial advice focused on the needs of you, our client.

We understand.

We take the time to get to know you and understand your situation, creating a plan specific to you.

We asked clients what is the single biggest benefit they get from working with us. Here are just a few of the comments we received back

A person who can advise me well on my personal financial situation because of their knowledge of my circumstances

We trust in your advice and have peace of mind

Reassurance that my investments are giving suitable returns while satisfying my ethical criteria

Reassurance that our savings and pensions will provide us with a secure and comfortable retirement

Trusted advice and expertise

Immediate access to a person I know and trust

I feel like my investments are taken care of, so I can lead my life with little worry

What our clients say

We work with some fantastic clients, who are delighted to share their stories with you.

“Great advice, flexible on times and locations, clear documented advice and proved it was independent and with our best interests. We feel well set up and clear on future plans to support unexpected events, our children and retirement.”

“Peter was incredibly helpful, patient and gave me guidance in a language I easily understood.”

“The advice was clear and concise and fully answered all my queries.”

“Peter and the team at Adcock Financial took time to understand my position and what I was trying to achieve. Peter and the team are friendly, accessible and most importantly were dedicated to meeting my needs in the best way possible.”

“Peter has been an enormous help to us. His knowledge and experience is very reassuring when making investment decisions, and we now have an investment portfolio, which we are confident he is keeping a close eye on, and a much better idea of pensions and financial planning generally.”

"Thank you Paul for everything you have done. I too enjoyed our conversations and thank you for the time you spent assisting me. I found you to be a very pleasant person with the highest levels of integrity, a true professional. You are a credit to Adcock Financial and I wish you and the company all the very best for the future."

“I really am very satisfied with Peter’s services and I have been using them for 19 years. He has always gone beyond the call of duty for us and has been an incredible support throughout this time. We will always be grateful to him.”

“Over the last 25 years we have been very satisfied with the quality of advice, assistance and service provided by Peter. He has guided us through many & various stages of financial planning with – in my opinion – great success.”

“Great job always from a great team.”

Click here to meet our clients

We are trusted.

We are independent.

We understand.

Who we work with

Business Owners

Senior Executives

People Nearing Retirement

Meet the team

Lesa Oliver-Crawford

Peter Adcock

Joanne Kaveney-Davis

Ingrid Happel

Mishka Bee

Jane Oliver

Debs Morgan

Becky Walker

We asked clients what is the single biggest benefit they get from working with us. Here are just a few of the comments we received back

What our clients say

“Great advice, flexible on times and locations, clear documented advice and proved it was independent and with our best interests. We feel well set up and clear on future plans to support unexpected events, our children and retirement.”

“Peter was incredibly helpful, patient and gave me guidance in a language I easily understood.”

“The advice was clear and concise and fully answered all my queries.”

“Peter and the team at Adcock Financial took time to understand my position and what I was trying to achieve. Peter and the team are friendly, accessible and most importantly were dedicated to meeting my needs in the best way possible.”

“Peter has been an enormous help to us. His knowledge and experience is very reassuring when making investment decisions, and we now have an investment portfolio, which we are confident he is keeping a close eye on, and a much better idea of pensions and financial planning generally.”

“I really am very satisfied with Peter’s services and I have been using them for 19 years. He has always gone beyond the call of duty for us and has been an incredible support throughout this time. We will always be grateful to him.”

“Over the last 25 years we have been very satisfied with the quality of advice, assistance and service provided by Peter. He has guided us through many & various stages of financial planning with – in my opinion – great success.”

“Great job always from a great team.”

We are trusted.

We are independent.

We understand.

Who we work with

Business Owners

Senior Executives

People Nearing Retirement

Meet the team

Lesa Oliver-Crawford

Peter Adcock

Joanne Kaveney-Davis

Ingrid Happel

Mishka Bee

Jane Oliver

Debs Morgan

Becky Walker

Our reputation

We asked clients what is the single biggest benefit they get from working with us. Here are just a few of the comments we received back

What our clients say

“Great advice, flexible on times and locations, clear documented advice and proved it was independent and with our best interests. We feel well set up and clear on future plans to support unexpected events, our children and retirement.”

“Peter was incredibly helpful, patient and gave me guidance in a language I easily understood.”

“The advice was clear and concise and fully answered all my queries.”

“Peter and the team at Adcock Financial took time to understand my position and what I was trying to achieve. Peter and the team are friendly, accessible and most importantly were dedicated to meeting my needs in the best way possible.”

“Peter has been an enormous help to us. His knowledge and experience is very reassuring when making investment decisions, and we now have an investment portfolio, which we are confident he is keeping a close eye on, and a much better idea of pensions and financial planning generally.”

“I really am very satisfied with Peter’s services and I have been using them for 19 years. He has always gone beyond the call of duty for us and has been an incredible support throughout this time. We will always be grateful to him.”

“Over the last 25 years we have been very satisfied with the quality of advice, assistance and service provided by Peter. He has guided us through many & various stages of financial planning with – in my opinion – great success.”

“Great job always from a great team.”