Adelp Financial Solutions is a Lanark based IFA, specialising in financial advice on pensions and investments. The purpose of Adelp is to provide quality impartial financial advice which improves your financial wealth.
Whether you are an individual, a couple, a family, a small or large business, Adelp is all about you.
What makes us different is we start with a philosophy of helping you improve your wealth. If you want us to work for you, we make a commitment to help you make better financial decisions for the rest of your life. Our entire business is built on this philosophy.
That’s why we have happy loyal clients who have a better understanding of their wealth. They know their financial plan, what risks they are exposed to, what could go well and what could go wrong. They also know what we can do to help make sure they stay on track if things go wrong and what to do to maintain or achieve the financial lifestyle they want.
We believe the traditional business model in financial services of selling products is outdated and wrong, that’s why we don’t do it.
We disclose all our costs on this website because we know how much our advice costs and it’s not dependent on trying to sell you an ISA or a pension. This puts us into a very small minority of forward thinking progressive financial advice businesses.
When you become a client of Adelp Financial Solutions we make a commitment to provide a professional long term service to look after and improve your financial lifestyle.
Tel: 01555 673861
I have been providing advice to clients and business since 1995 and have built up a wealth of experience over this time.
I’m very lucky that I enjoy what I do.
I love investigating and analysing investments of all types. I take great pride in building investment and pension portfolios for clients. It’s important to me that these portfolios are built to the highest quality standards and match client’s requirements. I love it when clients can see their financial future stretching out in front of them. Showing them what it can look like, what is realistic and what they need to do to achieve what they want.
My favourite part of the job is meeting with clients and having a chat. I do everything I can to avoid jargon and am straight talking.
Even though we work together, my time away from work is spent mostly with my wife Fiona and our daughter Emma.
Tel: 01555 673861
I am responsible for the all administration duties within Adelp, the smooth running of all day to day and back office tasks. This involves everything from producing client valuations, processing all client information, preparing accounts, liaising with the Financial Conduct Authority and producing the relevant information and reports they require.
Running the business with my husband gives me the flexibility to better balance work and family life.