Adrian is the founder and Director of Allen Financial, which has been trading since 1983 and joined St. James's Place Wealth Management as a Partner Practice in 2015. He also opened a new Head Office in Dedham, Essex in 2015, as well as having access to London offices to help support their clients.
He started his career with a major Life Company in the City of London, that specialised in investment and retirement planning, but also offered his clients the full range of financial services.
His experience includes working with a broad range of clients, from entrepreneurs and professionals to owners and directors of leading companies. Understanding the demand for client focused, bespoke financial planning, retirement and investment planning, are his main priorities and he is a great advocate for offering true financial planning aligned to clients’ overall life objectives.
Adrian holds the Diploma in Financial Planning and is a member of the Personal Finance Society and is working towards Chartered status.
Outside of work Adrian enjoys spending time with his wife Tracy and their two dogs, and is an enthusiastic if not competent fair weather golfer.
Mark is a professional wealth adviser who entered the Financial Services industry in 1985. Historically, he has specialised in investment planning, Estate planning and the succession of wealth for clients and their dependants. He has had some 21 years' experience working in Insurance Companies such as Aviva, Friends and Commercial Union. Since then, he has had a further 10 years' experience in client finance advising and until recently, had run his own financial practice for some 3 years. Mark is married with a grown up son. Some of his outside interests include travelling, genealogy, walking and football/motor sports.
Laura has worked in the Financial Services Industry for more than 17 years, and during this time has worked for major high street banks and building societies, both as a manager and Financial Adviser and has spent the last five years working for St. James's Place Wealth Management as a field manager.
Having missed working directly with clients and supporting them with their financial plans and objectives she was delighted to be asked to join Allen Financial as part of the adviser team.
Laura’s advice covers all areas of financial planning, and her focus is on maintaining long term relationships with clients and providing them with a source of trusted financial advice as their needs evolve over time.
Laura is committed to ensuring that her knowledge remains current and relevant to enable her to provide the best advice for her clients and as such she proud to hold the Advanced Diploma in Financial Planning, and Chartered Financial Planner status.
Outside of the office Laura has a young daughter Tilly and is an active member of her local Women’s Institute.