A.D.N Financial Planning

Managing your wealth should be simple. That's why we're making it personal.

At A.D.N Financial Planning we give you face-to-face, one-to-one guidance that matches your life goal. Together, we can make your wealth the asset it was always meant to be.

Whatever the journey. we'll help you find your way.

Be it planning for your children's future, getting your first step on the property ladder, or setting up your investment plans to help you in retirement. We're here for you.

The value of your investment can go down as well as up. You could get back less than you invested.

A.D.N Financial Planning is a trading name of Fulcrum Wealth Ltd. Fulcrum Wealth Ltd is an Appointed Representative of and represents only St James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/product.

The 'St James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St James's Place representatives.

SJP Approved 23/11/2022

Associate Partner Practice

Mortgage Advice Bureau Portsmouth

This business is separate and distinct to St James's Place and not connected in any way.

Proud to be part of the UK's largest network of mortgage advisers.

(Formerly A.D.N Financial Services Ltd)

Director

Lesstax2pay (Portsmouth) Ltd

This business is separate and distinct to St James's Place and not connected in any way.

I offer Tax advice to any and all relating to the preparation of annual accounts for Ltd, LLP, Partnership and Sole Traders. I also offer advice on ways in which businesses of all shapes and sizes can make tax savings and protect their business for the future.

MAB WEALTH MANAGEMENT LIMITED

This business is separate and distinct to St James's Place and not connected in any way.

I primarily work as part of MAB Wealth as a Financial Planning Manager. I strongly believe that quality Financial Advice should be available to everyone no matter what financial reserves an individual may have and am a keen advocate of personal financial advice.

Financial Planning Manager

MGM Assurance

Area Sales Manager

30 years experience and job roles within the regulated financial services market with a range of differing financial services organisations including Banks and leading multi-national providers of financial products.

Specialties: Investment Planning, Pension Planning, Savings, Corporate Financial Advice, Inheritance Tax Planning, Capital Gains Tax Planning and Income Tax Planning

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