Adrian Brook
Chartered Financial Planner, APFS, BA(Hons), FPFS
With over two decades of experience in wealth management, Adrian has been dedicated to advising private clients since July 2002. In February 2010, he joined St. James's Place, where he has played a pivotal role in the growth of the Bowcliffe Wealth Management Practice, a recognised Senior Practice within the organisation.
Adrian specialises in guiding business owners and entrepreneurs, helping them to achieve their personal and professional goals. His commitment to understanding each client's unique ambitions allows him to provide tailored financial advice that truly makes a difference.
Outside of work, Adrian balances his professional life with family, enjoying precious moments with his two children. In his rare moments of downtime, he is passionate about playing golf and football.
Adrian's philosophy centres around "Building a Practice that offers the best in financial advice, with a service level to be proud of." He believes that a collaborative, family-like culture within his team is essential for delivering exceptional outcomes for clients.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice 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/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
