Holgate Financial Planning Limited
Adrian Cooper is the Director of Holgate Financial Planning Limited and is a fully qualified Financial Adviser, with a Diploma in Financial Planning. With 30 years’ experience in the Financial Services industry, he attributes his success to putting his clients’ needs at the heart of his approach.
Adrian is committed to providing a first class client experience and can provide personalised advice across investments, pensions, estate planning and protection. He has a genuine interest in all of his client’s needs and future aspirations and takes pride in offering a professional and friendly service.
Having joined Prudential in 2012 as a Founding Partner of Prudential Financial Planning Limited and after eight successful years decided to set up his own business, Holgate Financial Planning Limited. This allows him to continue advising both new and existing clients, as a partner of M&G Wealth Advice.
Adrian is married to Jane, has two adult children and recently became the proud “Pops” of his granddaughter, Luna Dorothy. Outside of work his hobbies and interests include winter sports, running, tinkering with music production and an appreciation of urban arts & culture.
From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.
Holgate Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.