Adrian joined Citimark in April 2011, having previously worked in a similar role providing technical research and producing reports for the high net worth clients of a major IFA.
He previously worked in client facing roles, which include 7 years as an Independent Financial Adviser, and he has worked in Financial Services since graduating in 1996.
Adrian achieved the Diploma in Financial Planning in 2010 and pensions transfer specialist exam 2011, and is now working towards achieving Certified Financial Planner and Chartered status.
Adrian provides technical support to Caroline Leech.
