Adrian Allen
Dip PFS
Adrian is the founder and Director of Allen Financial, which has been trading since 1983, joining St. James's Place as a Partner Practice in 2015. He also opened a new head office in Dedham, Essex in 2015, as well as having access to London offices to help support their clients.
About
Adrian started his career with a major life company in the City of London which specialised in investment and retirement planning, also offering his clients the full range of financial services.
His experience includes working with a broad range of clients, from entrepreneurs and professionals to owners and directors of leading companies. Understanding the demand for client-focused, bespoke financial planning, retirement and investment planning are his main priorities. He is a great advocate for offering true financial planning aligned to clients’ overall life objectives.
Adrian holds the Diploma in Financial Planning and is a member of the Personal Finance Society and is working towards Chartered status.
Outside of work, Adrian enjoys spending time with his wife Tracy and their two dogs. He is an enthusiastic if not competent fair weather golfer.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
