Our Services

The 'Adrain Cox Asset Management' financial planning service begins with an initial exploratory meeting. This meeting will be strongly focussed towards exploring your aspirations, financial goals, and life plans, and helping you define what you want for your future. Adrian will ascertain your current circumstances and financial arrangements already in place and will undertake an assessment to understand your investment risk and capacity for financial loss. During this meeting the terms of engagement will also be discussed. This initial meeting would aim to conclude by mutually determining whether the proposed services can be of further and ongoing support and benefit to you, and at that time outline possible ongoing services. If you are currently in a position where you have liquid assets or pension fund assets, or are seriously accumulating such assets, then our skills could be accurately tailored towards advising you in the following areas:

The Financial Conduct Authority does not regulate Tax and Estate planning