Adrian Holland

Based in Sunderland, I have had my own Financial Services Practice since 1992 providing financial advice to a variety of business and personal clients throughout the UK.

About

The Practice has been built on a referral basis from existing clients and some very strong professional relationships with accountants and other professionals. We have several circumstances of having three generations of the same family as clients which is very satisfying.

Outside of my business, I am a keen sailor and I am an active member of Coquet Sailing Club in Amble.

Charity is also important to me and I work with Citizens Advice Sunderland where I am Head of the Board.

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.

KWM Financial Planning is a trading name of KWM (FP) Limited. KWM (FP) Limited is registered in England and Wales, Number 06611604. Registered Office: Suite 15B, 15 Front Street, Sherburn Hill, Durham, DH6 1PA.