Business Details
15 Years
experience
Expert Financial Advisers in Nottingham
Established in 2011, Buttercross Financial Planning Nottingham has built a reputation for delivering tailored financial advice rooted in long-term client relationships. With Adrian Wright at the helm, our practice combines over two decades of industry experience with a commitment to continuous professional development. We specialise in wealth management, offering expertise in investment planning, retirement strategies, and protection solutions across the East Midlands. Our approach prioritises transparency, ethical guidance, and client-centric service, supported by our affiliation with St.James's Place Wealth Management. Recognised for our dedication to resolving complex financial challenges, we serve individuals and businesses with a focus on intergenerational wealth planning. Client testimonials highlight our ability to simplify financial decisions through clear communication and personalised support. As an FCA-regulated practice, we adhere to rigorous standards of professionalism and accountability.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Intergenerational Wealth Management
Details
- Year established: 2011
Highlights and features
- We offer over 20 years of combined experience in wealth management and financial planning.
- Our client-centric approach prioritises long-term relationships and tailored financial strategies.
- We provide access to St. James's Place Wealth Management's industry-leading products and resources.
- Our team maintains FCA-regulated standards of professionalism and ethical practice.
- We deliver clear, jargon-free explanations of complex financial options and strategies.
What people say
Excellent financial advice
Professional and thorough
Clear explanations
Exceptional service
Trusted adviser
Services
Investment Management
Our investment management service helps clients grow and preserve wealth through diversified portfolios tailored to risk tolerance and financial goals. We offer ongoing portfolio reviews and market analysis to ensure optimal performance. Clients benefit from access to St. James's Place Wealth Management's extensive investment resources and expertise.
Retirement Planning
Specialising in retirement planning, we create bespoke strategies to ensure financial security during retirement years. Our services include pension consolidation, income projections, and tax-efficient withdrawal planning. With expertise in navigating complex pension regulations, we help clients achieve their desired retirement lifestyle.
Protection Planning
Our protection planning service safeguards clients' financial futures through tailored insurance solutions. We assess life, critical illness, and income protection needs to create comprehensive risk management strategies. The service ensures families and businesses remain financially secure against unforeseen circumstances.
Corporate Services
Corporate services provide businesses with strategic financial planning solutions, including succession planning and employee benefits. We help business owners optimise company structures for tax efficiency and long-term growth. Our expertise supports companies in achieving both operational and financial objectives.
Intergenerational Wealth Management
This service focuses on transferring wealth across generations while minimising tax liabilities. We develop strategies for inheritance tax planning and family trust structures. Clients receive guidance on creating lasting financial legacies aligned with family values and long-term goals.
People
Adrian Wright
Financial Adviser
With over 20 years' experience, Adrian Wright specialises in wealth management and retirement planning. He builds long-term client relationships based on trust and transparency. His expertise includes pensions, ISAs, and intergenerational wealth transfer strategies.
Questions
What areas do you cover?
We serve clients across the East Midlands, including Nottingham and Bingham.
Are you regulated by the FCA?
Yes, we operate as an Appointed Representative of St. James's Place Wealth Management, which is FCA-authorised.
What financial services do you offer?
We specialise in investment management, retirement planning, protection strategies, and intergenerational wealth management.
How are your services tailored to individual needs?
We conduct comprehensive financial reviews to create bespoke strategies aligned with each client's unique goals and circumstances.
Can you help with pension transfers?
Yes, we provide expert guidance on pension consolidation and transfer options to optimise retirement outcomes.
Reviews (4)
Victoria Bury
Jan 16, 2021
Report
Ive valued Adrians expertise and judgement for over a decade, trusting him to grow my investments to achieve financial security in retirement. I have been kept well informed with regular progress updates, enabling me to make decisions to achieve my desired long term outcome. In difficult times we need professional support, Adrians diligence gives me financial confidence for my future.
Dpa Pennington
Nov 04, 2020
Report
Adrian was recommended to us shortly after we moved to the area. He has become a trusted advisor in so many ways, navigating us through changes to our financial landscape with clarity and integrity. Taking time to understand all our needs, he has assisted us with realising our plans for our daughter and our own future, all the while providing expert advice in a timely manner. Left to our own devices, we would have paid a lot of tax, depleted our reserves and been substantially worse off. Adrian gave us the opportunity and best means to realise all our plans without incurring unnecessary costs and
Janet Hazell
Aug 01, 2020
Report
Adrian Wright has been my financial adviser for about 20 years. Originally he helped me with my pension, but has gone on to help with other investments as well. Despite having moved more than 200 miles away, Adrian has been happy to remain my adviser and has even visited on occasion to offer advice or sort out paperwork. He has always been happy to explain complicated financial matters in simple and easily understandable terms. His advice has always been sound and I have no hesitation in recommending Adrian to provide any financial advice or guidance.
Jonathan Dolby
Jul 23, 2020
Report
Really good experience. Very knowledgeable and gave sound advice. Listened to what we needed and helped us to understand where we were at and steps we could take. Not pushy or any time and took time to ensure the advice offered was appropriate and relevant.
