Adrian Cox

Adrian Cox AIFP APFS
CharteredFinancial Planner

Adrian began Financial Planning in 1988 with Commercial Union. After 2½ years he continued this career with Eagle Star, gaining experience and training in all forms of personal and business financial planning. He undertook professional qualifications and achieved the Advanced Financial Planning Certificate in 1993. In 1996 Adrian took up his initial role as an ‘independent’ financial adviser within Willow Financial Management (www.willowfm.co.uk). As one of 6 advisers in this firm, valuable experience was gained, and further professional qualifications were achieved in specialist areas of financial planning. In September 2001, Adrian settled in Pembrokeshire, and formed Adrian Cox Asset Management. During this period he has focussed on delivering a genuine and rewarding service to his existing clients, and accommodating occasional new clients. Adrian is affiliated at diploma level with the ‘Institute of Financial Planning’ and the ‘Personal Finance Society’.  He has continued to upgrade his professional status attaining the highly regarded ‘Chartered Financial Planner’ Award in 2007.

Adrian lives with his Scottish wife, a Consultant at Withybush General Hospital, and their 3 children. He coaches youngsters at the local Clarbeston Road football club, enjoys family time on the Pembrokeshire beaches and coastal paths, and has a serious passion for windsurfing in the Newgale and Broad Haven surf.

Record of Professional Qualifications attained through the Chartered Insurance Institute: