Who do we provide financial planning to?

Whatever the problem, we’ve always believed the best results are achieved by consulting a specialist, this applies to every walk of life, including financial planning.

Our clients want expert, independent and above all, specialist advice. Delivered by an adviser experienced in helping people with similar financial challenges.

As specialist financial planners we work with three core groups of people:

Business owners
Senior executives
People 5 – 10 years from retirement

Over the past 30 years we have built a deep understanding of the requirements of each group. This detailed knowledge allows us to efficiently and effectively give high quality, independent, financial advice, and is why we are trusted to manage the financial affairs of clients, both old and new.

Business Owners

We understand the twin challenges of managing your business and personal finances, and that the two are inextricably linked. Our expertise and experience allows us to focus on the integration of personal and corporate financial planning to meet your individual goals.

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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.”

Who we work with