Adrian Hornett
Financial Planning Consultant LL.B, DipPFS, Cert CII (MP) in Llanharan
A little bit about Adrian
I joined Quilter in 2018, following 11 years working with Legal & General, and a year working with Rowan Dartington in the Stockbroking division. I also spent 6 years working in a family wine merchant business. I am happily married to my lovely wife Rhian and have two lovely children. Away from the business, I enjoy golf, fine wine, surfing, camping and spending time with family and friends.
Start the conversation
Get in touch if you’d like to discuss how to balance your present spending plans with your future saving goals, or any other financial matters you’re thinking about.
Contact me today
An adviser’s insight
Spend wisely and save smartly
June can be one of the best months of the year with summer well and truly on the way. But with all those holidays, weddings, anniversaries, and other spending, it can also be one of the most expensive too.
While you should be focusing on the present, it’s also important to be aware of how major outlays now can have a significant impact on your financial security in later life. A cashflow model can give you a clear picture of the consequences your spending and saving can have on your future.
It’s also good to know about the ways you can use your tax-free allowances wisely on certain expenditures. For example, your gifting allowances can let you pass on up to £3,000 a year to your loved ones without it being added to the value of your estate.*
Together, we can make a plan to help you live your life to the full now, while still having the retirement you want later on.
Click on the contact me today button at the top of my profile to discuss how I can help you.
*Source: HMRC
Services
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
Deals
Fixed rate deals, discounted, variable and flexible, capped and/or collared.
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
General Insurance
Home contents insurance, buildings insurance.
Mortgage
First time buyers, remortgages, buy-to-let.
Qualifications
Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.
Certificate in Mortgage Advice
- The Certificate in Mortgage Advice (Level 3) meets the FCA standards for mortgage advisers. It develops an understanding of the sector and the mortgage process, and enables advisers to meet individual client needs.
Testimonials
Rebecca V.
Having worked with Adrian I know him to be knowledgeable and committed to provide the best advice to customers.
Daniel B.
Ady has sorted out my life insurance and made sure I’m completely covered for everything I need. Would recommend him to everyone who needs any financial guidance!
Rhian S.
Highly recommend Adrian. Great advice, very professional and friendly. He has set up a regular savings ISA for me.
Location
Adrian Hornett's location
Adrian is located in Llanharan and offers expert financial advice to suit your needs.
More about me
I have great attention to detail, good listening skills and great empathy are symbols of my appreciation for my clients. My professionalism helps me build long-term relationships with my growing client base and provide excellent customer service. I am also a proud recipient of a Law Degree from Swansea University, and Diploma in Financial Services.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.