Adrian Banks

Adrian Banks is a highly regarded independent financial adviser with nearly a decade of experience at Duchy IFA, where he provides bespoke financial planning and wealth management services to individuals and businesses across Cambridgeshire, Cornwall, London, and Northamptonshire. Recognised as a Financial Times (FT) top-rated IFA, Adrian consistently delivers exceptional value through his tailored, strategic approach to financial advice.

With a diverse client base spanning farming communities, professional rugby teams, family offices, and business owners, Adrian offers a holistic range of services, including retirement planning, investment management, inheritance tax strategies, and financial protection against the unexpected. His expertise extends to working with local authorities, corporate sectors, and high-net-worth clients, offering clear, independent perspectives on financial futures.

Adrian’s career began at Prudential Assurance, where he gained international experience advising clients in the UK, Europe, and the Far East. He later founded and led Affinity All Saints, advising local authorities, corporate sectors, and public sector workers for nearly nine years before joining Duchy IFA. His accolades include the East of England Financial Adviser of the Year award (2013 & 2015) and an endorsement from the FT Mystery Shopper with a near-perfect score of 34/35.

An accredited member of the Society of Later Life Advisers (SOLLA), Adrian is passionate about providing bespoke advice for the elderly, particularly around care fees and tax planning. His dedication to delivering honest, jargon-free advice ensures that his clients can make informed decisions with confidence.

For those seeking a forward-thinking, trusted financial adviser, Adrian offers a complimentary initial consultation to explore how his expertise can help secure a prosperous financial future.