We have been trusted by our clients to deliver high quality financial advice for over 30 years. We take the time to get to know you and understand your situation, creating a plan specific to you. 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. The senior executives we work with have very specific financial challenges.
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Meet the team
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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 and the team at Adcock Financial took time to understand my position and what I was trying to achieve.
Why choose us
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Top rated: All of our advisors have been included in VouchedFor's 2022 guide to Top rated financial advisers. Chartered: Both Peter and Andrew are Chartered Financial Planners, with Becky studying towards this qualification. This demonstrates their commitment to high standards. High scoring: All of our advisors have VouchedFor ratings of 4.9/5 or above, which reflects their commitment to delivering great advice and client service.
Business Owners
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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. We also know that your time is precious and you need to see a clear benefit from taking financial advice.
People nearing retirement
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In the years leading up to retirement, expert advice is vital, to ensure the money you have put aside will provide you with the retirement you always planned. Ideally, we start working with clients 5 - 10 years from their planned retirement date. The introduction of Pensions Freedom makes this 'run in' to retirement even more important, so that you can benefit from the new rules, whilst avoiding the many pitfalls. We understand the challenges you face and that you probably have a picture in your mind of what retirement looks like.
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