Adrian has been a financial adviser for the last 25 years, 23 of which have been at St. James’s Place.
He specialises in helping High Net Worth individuals understand the complexities of financial planning by providing clear and personalised advice on how to grow and protect their wealth in a tax efficient manner. Adrian has extensive knowledge and experience working with Partners in large law and consulting/accountancy companies, especially the Big Four; Deloitte, EY, KPMG and PWC.
Adrian’s focus is to understand a client's personal goals and objectives and construct a specific plan to work towards these goals utilising cashflow modelling technology.
Outside of work, Adrian spends most of his time with his family, watching his teenage children at their Rugby matches and training and walking his two dogs. You will occasionally find Adrian on the river bank relaxing (trying to catch a fish) but mainly enjoying the peace and tranquility.
Get in Touch
Don't let the demands of your schedule prevent you from achieving your financial goals. Book your consultation today and take the first step towards a more sustainable financial future.
Castell Wealth Management 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. Castell Wealth Management is a trading name of Castell Wealth Management Ltd. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: 251 Grays Inn Rd, London WC1X 8QT.
© Castell Wealth Management Limited. 2023.
SJP Approved 10/08/2026