With a great degree in mathematics and three fantastic years in Bristol behind him, Adrian was reluctant to return to his native Surrey after his Bristol uni days came, all too soon, to an end. So, he did what any resourceful Bristol student would do; found a job in a bar to pay the rent so he could stay in Bristol, quite simply because he enjoyed the city.
Adrian wasn’t sure what he wanted to do, but an offer from Bass Taverns to run one of their pubs seemed as good as anything, so he rolled up his sleeves and got stuck in.
Two pubs and many late nights later he realised that this was probably not a long-term option. Once again fate stepped in, as one evening a regular customer mentioned a trainee position at Sedgwick Noble Lowndes; that was 1998. Several years, five company takeovers and a clutch of qualifications later, Adrian was poached and spent 18 months at Barclays Private Bank.
From there, Adrian took a step across to Ovation and the world of truly independent financial planning, where he finally felt he had ‘come home’. He does a lot of work with people who are dealing with significant events – terminal illnesses/death – and planning for their loved ones’ future.
What does Chartered Financial Planner mean? Follow this link to hear Adrian explain what it demonstrates and how it helps our clients – Our Chartered Status.
Working here at Ovation is a pleasure for Adrian. The team is an eclectic mix of delightful, funny and unconventional people – which is probably why he feels at home!
Adrian is married to Amy, a consultant Oncologist. They live with their two rescue springer spaniels (Arthur and Rosie), their cats (Eric, and Polly) and their many chickens. They used to have fish, but the heron ate them!
Adrian and Amy live in a 160-year-old cottage and love home projects. They enjoy going to garden shows and growing their own veg (tomatoes are their speciality!). They’re also National Trust members and passionate about buying local to support their community. Adrian often shares sustainable gardening tips with readers in the InnOvation Newsletter (do sign up to get the latest tips straight to your inbox)
Adrian occasionally plays golf (7 handicap) and enjoys skiing whenever he can. He’s very keen to open an Ovation office in the Alps…
Adrian in the spotlight
When did you join Ovation?
What makes you laugh?
The dogs playing with the cats - or should that be the other way around?! Skiing in deep powder…I have to let others know how deep it is by falling over…
What makes you cry?
DIY SOS! No idea why! Oh, and short turns at skiing… will master you!
Who would you most like to have round for dinner?
David Attenborough, Stephen Fry and Monty Don (for Amy!)
What’s your favourite song to sing along to in the car?
Anything by The Shires.
What was the first album you ever bought?
That was a long, long time ago. Bob Marley, Legend.
What was the best gig/concert you’ve ever been to?
Passenger, a few years ago, in London.
What’s your pet peeve?
Those who don’t use their indicators to tell everyone where they’re going. I’m not psychic…
If you could turn any activity into an Olympic sport, what would you win gold for?
When the dessert menu arrives, what are you looking for?
Chocolate fudge brownie with cream.
What’s the one thing you’d like to do before you die?
Torn between playing golf at St Andrews and skiing at Whistler…