Strategic Partners

Capelin Financial Management

Adrian Cox and Derek Capelin met in 1990 whilst working together at Eagle Star. They quickly discovered a likeness of ethics and practices towards financial planning, and have been a consistent source of inspiration and reference to each other over many years. Both firms now meet together on a regular basis to discuss and review many aspects of financial advice, and the possible improvements and developments of our services.Derek Capelin, Founder and Managing Director of Capelin Financial Management is both a Chartered and Certified Financial Planner. This firm is officially appointed as an emergency locum for Adrian Cox Asset Management.

Cormorant Capital Strategies Ltd

Investment Portfolio Management is a key part of our financial advisory process, and we take a very keen interest in achieving consistently successful investment returns. A robust approach to asset allocation and investment diversification is essential to maintain the quality and depth of our service. To ensure we can deliver a sustainable and profitable investment strategy of the highest calibre, we work closely with Steve Williams of Cormorant. This firm is a truly independent provider of investment research and analysis, and is a highly respected source of bespoke investment services. Steve Williams is dedicated to investment analysis, and his depth of knowledge, insight and market understanding are a hugely valuable component within our financial planning service.

Fairstone Financial Management Ltd

As a small firm, Adrian Cox Asset Management ensures that time is focussed upon investment research, maintaining and developing technical knowledge, and above all, delivering client service. This approach does not allow for the much needed dedication towards compliance, which is an essential part of providing financial advice. In order to overcome this, Adrian Cox Asset Management is a Trading Name of Fairstone Financial Management Limited. Fairstone Financial Management Limited, a National Firm directly authorised by the FCA, takes on the responsibility of FCA reporting, meeting capital adequacy requirements, and developing the required systems and processes to ensure day to day procedures are compliant. Adrian Cox Asset Management undertakes regular meetings with Fairstone to ensure an ongoing understanding of compliance requirements. In addition, access is gained to technical support, research tools, IT solutions, and preferential terms from providers that we can pass on to our clients. Fairstone is positioned to provide these benefits to a number of individual member firms and individuals.

Client Service Excellence

Clare Howell, Proprietor of Client Service Excellence, is an award-winning Client Service Specialist, with over 11 years’ management experience in Financial Services. Also a Business Mentor for Business Wales, Clare runs her Virtual Business Consultancy and team of Associates from rural North Pembrokeshire. Clare offers clients of Adrian Cox Asset Management her personal attention, responsiveness and professional customer support in all matters administrative and is an integral part of the day-to-day activities of the firm.