Qualifications

Adrian Thorley

Chartered Financial Planner

Adrian's professional life

Adrian has been in financial services for over 37 years and has operated in a range of roles. His usual clients tend to be looking for help with their pensions, investments and group or individual protection.

He also specialises in working with clients who are at or approaching retirement. Especially those with commercial property as part of their retirement strategy.

Adrian's personal life

Outside of work, Adrian is a keen cyclist, as well as a former amateur triathlete. His love for bikes isn’t just about riding, but building and maintaining them too.

Adrian is the owner of an adorable cocker spaniel, but he’s yet to accept who the dominant party is! Adrian is also a huge music lover with a long-standing interest in the independent scene.

Get to know Adrian

On an ideal weekend, you can find me:

Out with the dog on the beach, or on my bike for a long ride, exploring the lanes and seeking out coffee stops

My favourite holiday destination is:

Fowey, south-east Cornwall

My favourite song to play in the car is:

Currently: ‘We Don’t Deserve Love’ by Arcade Fire

The first album I bought was:

Nightflight to Venus by Boney M. (to my eternal regret)

If I could be any fictional character, I would be:

Bill Sykes from the film Oliver

If I could turn any activity into an Olympic sport, I would win a medal in:

Pedantry

When the dessert menu arrives, I’m looking for:

Cheese & biscuits

The three qualities that draw me to new people are:

Sense of humour, common interests, selflessness

My pet peeve is:

Time-wasters

The best gift I’ve ever received is:

Good waterproofs

The three people at my dream dinner party would be:

Mark E. Smith, Chrissie Wellington (triathlete), Gyles Brandreth

The three small things that make my day better are:

Strong coffee, my dog, good control of my diabetes

My proudest moment as a Financial Planner was:

Telling a client that her premiums weren’t going to increase because her husband had been diagnosed with cancer, then handling a critical illness claim that saw their mortgage repaid

The three things I love most about my job are:

Meeting new and existing clients, flexibility to run my own diary and take responsibility for my actions, being part of a small, friendly and very supportive team

The types of people I most enjoy working with are:

Pre-retirement clients for who I can help identify and achieve their goals Those interested in including commercial property in their retirement planning Small business owners looking to improve employee benefits