Our people are regularly featured in national, trade and local press, giving comment on topical issues or featuring in articles on issues in which they are experts.
To speak to, or interview, any of our media spokespeople, please contact Alec Harden-Henry at ClientsFirst on 0161 302 0892.
Based at our Bristol offices, Adrian works closely with accountants and tax planning practices, specialising in advising business owners on their professional and personal financial needs.
Adrian has been working with his clients and professional connections for almost thirty years now, with some of those clients representing the third generation of a client family.
In his previous roles, Adrian worked for Scottish Widows where he completed his Chartered Insurance qualifications, Lloyds Bank Insurance Services as a Regional Manager, running the Corporate & High Net Worth Client independent advice service and Frizzell Group as a Professions Manager, providing specialist advice to accountants and their clients.
Adrian’s Expertise Covers
- Holistic financial advice and tax planning for small companies and their owners
- Assessing and mitigating business financial risks
- Self-invested pensions
- Succession planning
Adrian is a Chartered Insurance Practitioner, having become an Associate of The Chartered Insurance Institute in 1984.
Ric advises many of our medical and dental clients throughout the south of England. He is an experienced public speaker and has previously delivered lectures at the Pulse Pension Seminars, Royal College of Surgeons, British Academic Conference In Otolaryngology and ENT Expo and the Acute and General Medicine Conferences.
Ric is also heavily involved in training both Medical and Dental vocational trainees, providing GP courses through the John Radcliffe Hospital in Oxford and the Buckingham Medical Education Centre in High Wycombe.
Ric was a Senior Financial Adviser with the Medical Sickness Society from 1990 until he joined Medical Money Management in 1999, becoming a Partner at MMM in 2001. He is a member of MMM’s Investment Committee, which is a three man team charged with the design and overseeing of pension and investment portfolios for MMM clients throughout the country.
Ric’s Expertise Covers
- The NHS Pension Scheme
- Savings and Investments
- Financial and Family Protection
- Financial Education for Healthcare Professionals
Ric holds the Chartered Insurance Institute’s Diploma in Regulated Financial Planning, having passed examinations in Investment Principles and Risk, Financial Planning Practice, Personal Taxation and Financial Protection and Pensions and Retirement Planning.