Adrian Nunn
Independent Financial Advisor at Broadland Consultants- Claim this Profile
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Topline Score
Bio
Credentials
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AF 3 Pension planning
Chartered Insurance InstituteJun, 2017- Sep, 2024 -
CII Level 4 Award in Pensions Update (QCF)
Chartered Insurance InstituteNov, 2015- Sep, 2024 -
R08 Pensions update
Chartered Insurance InstituteNov, 2015- Sep, 2024 -
AF5 Financial planning process
Chartered Insurance InstituteJun, 2014- Sep, 2024 -
CII Level 4 Diploma in Financial Planning (QCF)
Chartered Insurance InstituteJan, 2012- Sep, 2024 -
R06 Financial planning practice
Chartered Insurance InstituteJan, 2012- Sep, 2024 -
R01 Financial services, regulation &a ethics
Chartered Insurance InstituteFeb, 2011- Sep, 2024 -
J01 Personal Tax
Chartered Insurance InstituteJul, 2010- Sep, 2024 -
CF2 Investment &a Risk
Chartered Insurance InstituteDec, 2006- Sep, 2024 -
Level 3 Certificate in Financial Planning
Chartered Insurance InstituteDec, 2006- Sep, 2024 -
FPC3
Chartered Insurance InstituteMay, 1997- Sep, 2024 -
Financial Planning Certificate
Chartered Insurance InstituteMay, 1997- Sep, 2024 -
FP2
Chartered Insurance InstituteFeb, 1997- Sep, 2024 -
FPC1
Chartered Insurance InstituteJan, 1997- Sep, 2024 -
RO 4 Pensions and retirement planning
Chartered Insurance InstituteJun, 2017- Sep, 2024 -
Top Rated Financial Adviser 2021
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Experience
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Broadland Consultants
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United Kingdom
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Financial Services
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1 - 100 Employee
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Independent Financial Advisor
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May 2022 - Present
At Broadland Consultants our client’s needs are at the centre of everything we do. At Broadland Consultants our client’s needs are at the centre of everything we do.
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Iceni Financial Advisers Ltd
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United Kingdom
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Financial Services
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1 - 100 Employee
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Independent Financial Advisor
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Nov 2019 - May 2022
Iceni Financial Advisers are Independent Financial Advisers with clients throughout the East of England, in London and the surrounding area. We offer whole of market advice across all areas of personal and business finance. Iceni Financial Advisers are Independent Financial Advisers with clients throughout the East of England, in London and the surrounding area. We offer whole of market advice across all areas of personal and business finance.
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Insight Financial Associates
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United Kingdom
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Financial Services
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1 - 100 Employee
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Independent Financial Adviser
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Feb 2019 - Nov 2019
With the client central to everything, I offer advice on a wide range of financial solutions to match various life stages and aspirations. This includes wealth accumulation, asset preservation, inter generational planning and cash flow analysis. I have broad experience of retirement planning, pension freedoms and, as a pension transfer specialist, I can advise on all manner of pensions including defined benefit transfers. Being independent means I have access to the whole market which includes some innovative financial solutions, loan notes and property investment.
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Creative Benefit Solutions Limited
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United Kingdom
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Financial Services
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Financial Planner, Creative Wealth Management
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Sep 2016 - Feb 2019
Individual Wealth Management providing tailored advice on managing, sustaining and growing long term individual wealth. Helping people to create and manage their wealth covers a multitude of situations and a plethora of products and investment opportunities. Our experience allows us to clearly define what an individual needs and then to recommend what they need to do in areas such as investing, retirement planning (including pension transfers), inheritance tax mitigation and financial protection. We address the problems with which individuals and their families are faced and ensure their financial arrangements retain the flexibility needed to deal with changing circumstances. Our innovative approach, using up to date technology and web based systems, enables us to assist individuals achieve the all important balance between their needs and the solutions.
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The Pensions Advisory Service
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United Kingdom
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Government Administration
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1 - 100 Employee
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Assistant Technical Specialist
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Mar 2015 - Sep 2016
Involved in providing accurate pension and retirement information to the public and specific guidance concerning freedom and choice pension options. Involved in providing accurate pension and retirement information to the public and specific guidance concerning freedom and choice pension options.
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NatWest
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Banking
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700 & Above Employee
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Specialist Financial Advice Manager
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Nov 2004 - Aug 2014
Providing a needs-based financial planning and advice service to clients with multiple or complex needs. Proactively building and managing meaningful long term relationships with customers through management of a portfolio of existing Advice and Private Banking customers. Providing a customer centered advice service in collaboration with the Specialist Advice Team and wider network of colleagues. Keeping up to date with changes in the financial and local marketplaces, ensuring the advice I provide takes account of the current financial and local marketplace. Experienced in investment advice including discretionary portfolio planning and platforms, pre and post retirement planning, estate planning and protection.
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Norwich & Peterborough building society
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United Kingdom
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Financial Services
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1 - 100 Employee
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Personal Financial Manager
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Oct 1996 - Nov 2004
An employed position working initially as a tied adviser with a later move to an IFA role. An employed position working initially as a tied adviser with a later move to an IFA role.
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Education
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Norwich City College
BTEC National Certificate - Business & Finance -
Sprowston High School
Community
