Adrian Johnson
Financial Planner &
Founding Partner
Founding Partner
About Adrian
Adrian has worked in financial services for more than 30 years. During this time, he has worked in various roles, including as a finance director, management consultant, partner and business owner.
As a senior executive in investment management and consulting, Adrian has advised start-up finance and technology firms; hedge funds, private equity and real estate fund managers; and global businesses on strategy and finance.
In his role, Adrian works closely with London-based lawyers and advises them and their families on how to plan for and achieve their financial goals.
Qualifications
- DipPFS (Diploma in Regulated Financial Planning)
- CertPFS (DM) (Certificate in Discretionary Investment Management)
- IMC (Investment Management Certificate)
Education
- The University of Chicago Booth School of Business: MBA (Honors), Concentration in Finance
- The University of Melbourne: Bachelor of Commerce
Experience
- 30 years spent working in financial services
- Previously worked at Duff & Phelps, BlueGold Capital Management and Thames River Capital
Important information
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