Who we work with

Meet the team

See more

Our reputation

Client feedback is incredibly important to us, and we’re delighted to be able to share highlights from our most recent client survey.

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

We’re Chartered

As a Chartered firm, we’re committed to delivering the highest standards of advice to our clients. It’s something we’ve worked hard to achieve, and it means that you can be confident you’re dealing with a team who’ll always work with your best interests in mind.

We’re highly rated

We’re delighted that our planners are rated highly on VouchedFor, a platform where consumers can rate their financial planner.

Adcock Financial Ltd profile