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We believe the traditional business model in financial services of selling products is outdated and wrong, that’s why we don’t do it.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’m very lucky that I enjoy what I do.
I love giving advice and helping people get better financial results. I really enjoy looking at clients financial set up and building a plan that improves their lives. I take great pride in what I do and I’m really proud of what I’ve done for my clients. It’s really satisfying to see clients go from having little or no understanding of their financial future. To being able to 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.
Even though we work together, my time away from work is spent mostly with my wife Fiona and our daughter Emma. I do like running and you might spot me running down Hyndford Road and going round and round the racecourse. I do like a challenge and to push myself I run up and down the hills, stairs and paths around New Lanark. Sometimes I might slow to a crawl, especially going up The Beeches, but I’ve always made it home.
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.