Senior Wealth Planner
Adrian joined the wealth planning division in London in 2023. He has over 20 years’ experience of delivering financial planning advice, having worked for Credit Suisse and chartered accountancy firm Crowe UK LLP prior to joining Nedbank Private Wealth.
Adrian spends time with clients and their families to understand their current situation and future aspirations. Working closely with our private bankers and taking our wider wealth management capabilities into account, he advises them on the strategy and structuring of their assets, formulating bespoke wealth plans to help them meet their needs and objectives.
Adrian holds the diploma in financial planning and is a member of the Chartered Insurance Institute.