Our People
Jon Marshfield
Adrian McCabe
Paul Porter
Ian Ferguson
Huw Powell
Simon Eatwell
David Freke
T: 01225 788088
Expertise: Taxation, Trusts, Portfolio planning, Pensions
Adrian has been involved in financial services almost since graduating from the University of Ulster in 1988. He joined Legal & General in 1989 and remained with them in various roles and branches until he elected to become an Independent Financial Adviser some seven years later. He worked initially from Shepton Mallet (coincidently with Jon Marshfield) and joined forces with Jon again in 2002 when he became a Director of Moore Stephens Financial Services in Bath.
Adrian is a Chartered Financial Planner and tends to deal predominantly with private clients. Although he would list taxation and trusts, investment portfolio planning and pensions as his more specialist areas, he nonetheless considers it important to link these aspects with basic financial planning principles and to take an overall view of client needs.