Welcome To Adrian Cox Asset Management

Qualified to the esteemed level of Chartered Financial Planner with the Chartered Insureance Institute and CERTIFIED FINANCIAL PLANNER^CM professional with the Institute of Financial Planning, 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.