Adrian Cox Asset Management

Adrian Cox Asset Management began in 2001 and is now firmly established in providing qualified financial advice, with particular interest in investment planning, pre and post retirement planning, and the tax and estate planning opportunities associated with these areas. We are appointed by a select number of clients, many of whom have been with Adrian Cox prior to 2001, and others who have come to the firm through personal or professional recommendation in more recent years. Adrian Cox is the driving force within the business, combining over 20 years financial planning experience with high professional qualifications, to create successful financial planning solutions managed through long term client relationships. Adrian vigorously maintains the benefits of small firm ‘personabilility’ but also works closely with carefully selected strategic partners in order to access large company ‘value’ and ‘resources’. As a Chartered Financial Planner and Independent Financial Adviser we operate from a position of total impartiality in our product recommendations, and are categorised by the Financial Services Authority as a ‘Whole of Market’ Adviser. Remuneration is made through either fees, commission, or a combination of the two, tailored to meet personal preference. Qualified to the esteemed level of Chartered Financial Planner with the Chartered Insurance Institute, we are able to operate from a proven footing of technical knowledge - an essential component in today’s financial world. By combining this with commitment and integrity we aim to ensure that the advice and ongoing service you receive achieves the highest levels of professionalism. As a small firm, we pride ourselves in developing and maintaining close client relationships - an important ingredient in successful financial planning. By working diligently and carefully to meet your financial goals, we seek from the outset to earn and build well placed trust. We take the term ‘Whole of Market’ adviser literally, and use this beneficial status to the advantage of our clients. Undertaking extensive and ongoing research, we focus on keeping abreast of current and developing opportunities throughout the financial world. In order to meet the unique challenges that are an integral part of wealth management, we place a high value on our true independence With professionalism, trust and independence at our core, Adrian Cox Asset Management is ideally positioned to advise you on your personal financial affairs. We implement a comprehensive financial planning procedure and maximise opportunities to mitigate tax on income, capital gains and inheritance. We have the experience, dedication and expertise to deliver a truly unique wealth management proposition. We hope to become an integral part in helping you shape your financial future and achieve your own life goals.

Address: North Barn, Forehill Farm, New Moat, Haverfordwest, Pembrokeshire SA63 4RE, United Kingdom

Phone: +44 1437 532 623
FAX: +44 1437 532 987