Adrian Clayfield – Senior Adviser

I began my career at Friends Provident on their Graduate Trainee Programme, and by the late 1990s, I was working as a Financial Planner. From the start, I was drawn to the personal side of financial advice—building relationships and helping clients make confident, informed decisions about their future.

My motivation has always been to support clients in achieving their financial goals through thoughtful investment and pension strategies. I take a holistic approach, working closely with each individual to understand their wider life objectives and create realistic, flexible cashflow models that evolve over time.

Over the years, I’ve remained committed to professional development. I’m proud to hold Chartered Financial Planner status and to be a Fellow of the Personal Finance Society—recognitions that reflect both technical expertise and a dedication to high standards.

Of course, there’s more to life than spreadsheets! I’m a passionate Formula 1 fan, enjoy getting out on the golf course (with mixed results), and can often be found in the garage, tackling DIY projects or tinkering with cars.