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 the quality of the on-going reviews and monitoring of clients investment and pension portfolios. We believe this core part of our service is vital in our ability to improve our client’s wealth.
When you become a client of Adelp Financial Solutions we make a commitment to provide a professional long term service to look after your financial needs.
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.
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.