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Friendly and Approachable

We provide advice across a wide range of services including investments, pensions and protection, with particular emphasis on at retirement, later life and inheritance tax planning. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients and their families. This is achieved by ensuring that we understand the individual needs of each client, and by implementing tailored financial plans to address those needs.

Adrian Wilkins

Job Title: (APFS) Chartered Financial Planner

Adrian has provided advice on Investments, Pensions, Protection, Trusts and Inheritance Tax Planning with over 36 years of experience as an Independent Financial Adviser.

Rather than solely displaying advice, he specifically works with each individual client to explore their ideal outcomes, then plan for how their tactical and strategic financial goals can be best met. Knowing every client is unique, Adrian prides himself on offering completely tailor-made advice relevant to any and all circumstances.

“Myself and my team can’t predict what’s to come, nor can we make guarantees about future outcomes. What we can do however, is to use our skills and experience to maximise the chances of our clients achieving their personal aims and goals.”

Although based in Bristol, Aevum Wealth Management also advise in London and the Home Counties.

Adrian and the Aevum team offer an initial consultation and exploratory meeting free of charge.

Away from financial services Adrian likes to keep fit and healthy by regularly competing in triathlon events. This has led him to represent Great Britain, for his age group, in both European and World Championship events all over the globe.

Charlotte Price

Job Title: Office Manager

Before working in the financial services sector Charlotte Price spent 10 years working in the private security sector, offering management support within a very busy office.

Charlotte Price joined Aevum Wealth Management in 2023 after leaving her management career during Covid-19 and then building her own floristry business for 4 years. With a young family, Charlotte sought an equally challenging yet rewarding career that afforded a better work life balance.

As a self-confessed ‘people person’ she thrives whilst assisting our clients; listening to their aims and objectives and researching the best ways for these objectives to be achieved. She’s really enjoying being back in the office and building close relationships with our clients.

In her spare time, she enjoys reading, outdoor pursuits and is enjoying finding her passion in floristry once again, as her hobby. She has 2 young children that also like to keep her very busy.

Tony Gordon

Job Title: Senior Financial Mentor

Tony Gordon is one of the best known names in the world of financial services.

In 2001 he became the first President of MDRT from outside North America – having had the unique distinction of having served both as Chairman of MDRT’s Top of the Table and as President of the UK’s insurance agents association.

As a speaker, he has spoken in 56 countries.

He is the author of the best selling book “It Can Only Get Better”, Tony’s route to sales success.

This 51 year veteran of the financial services profession has been an MDRT member for 43 years and a Top of the Table member for 42 years. He was featured as one of the 12 outstanding life insurance sales people in the book commissioned by MDRT entitled “The Greatest Insurance Stories Ever Told”.

Now retired, or as Tony prefers to say “rewired”, he focuses his time mentoring other advisers, speaking, looking after his other business interests and spoiling his five grandchildren.

Meet the team behind the team.

Behind every great Financial Advisor is a head office that enables them to do what they do best; support and help us help you. Here’s their testimonial to the facilitation and support of their Advisers:

Our core values. 

It’s because we have a very clear idea where we’re heading and this understanding drives what we do each and every day. Our key aims are to;

  • Sustain and develop professional relationships of value and trust for our Partners and their clients.
  • Enhance and improve the professionalism and skills of the entire Sandringham partnership.
  • Achieve commercial success by delivering positive customer outcomes.

Here is the link for the Back Office Team:

Want to know more?

To find out more, please call us on 0117 214 1686 or email us at info@aevumwealth.com
Additionally, if you wish to self-onboard as a potential client, please click on the CashCalc link above.

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