Contact us to get expert Wealth Management advice today
with ADNFC Wealth Management
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As Independent Wealth Management Consultants, we keep our clients informed about this dynamic market on their behalf. We ensure that you receive insightful financial planning advice, empowering you to make informed decisions that enhance your financial well-being.
Given the significant time, effort, and commitment required to launch and sustain a thriving business, it’s essential to take proactive measures to safeguard the company you’ve diligently built through specialised business financial services.

Why do you need a Wealth Manager?

Great question!

Personalised Financial Planning: They help create a tailored financial plan that aligns with your goals, risk tolerance, and time horizon.

Investment Management: They can manage your investment portfolio, optimising for returns while managing risk.

Tax Optimisation: They offer strategies to minimise tax liabilities through efficient investment choices and tax-advantaged accounts.

Estate Planning: They assist in planning for the transfer of your wealth to future generations, ensuring your wishes are honoured and minimising tax implications.

Comprehensive Services: They provide a range of services, including retirement planning, insurance advice, and philanthropic planning.

Expertise and Resources: They have access to research, market insights, and investment opportunities that may not be available to individual investors.

Time Savings: Managing finances can be time-consuming; a wealth manager allows you to focus on other priorities while they handle the complexities of your financial life.

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How can ADNFC Wealth Management help you?

Even better question!

A dedicated Advisor and an account manager are assigned to you, ensuring you’ll always have someone to speak to.

We practice across all areas of finance, meaning we can take a truly holistic approach to your finances.

We are independent, meaning we can guarantee to get you the best possible option in the market.

We simplify the complex.

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ABOUT ANDREW CROOK

As well as being the head of ADNFC Wealth Management, Andrew is a dual-qualified Financial Planner of both the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investments (CISI).

He is also qualified as a Discretionary Investment Manager with the CII and is a specialist in wealth strategy and portfolio management.
Andrew Crook – Independent Financial Advisor
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