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Adrian Rooney

Independent Financial Adviser

Adrian Rooney - Invest Southwest

With almost forty years’ experience of working in financial services, Adrian started as a TSB bank cashier 1986 before qualifying as a financial adviser in 1999, and in 2023 celebrated his tenth anniversary as an Independent Financial Adviser with Invest Southwest. Over those years he gained a wealth of knowledge and experience through various advisory and management roles with household names including Hill House Hammond, Aviva, Lloyds TSB, Pearl Assurance, Birmingham Midshires, Halifax, Bank of Scotland and AXA. He continues to provide expert independent financial advice to a growing number of loyal clients throughout the South West and beyond.

Adrian prides himself on providing friendly, professional and understandable advice tailored to each individual’s needs, supported by an ongoing service that ensures his clients’ arrangements are regularly monitored, reviewed and adjusted to help ensure that they always remain suitable and appropriate.

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Adrian was exceptional in terms of his customer service and attention to detail. He gave us great confidence in both his own abilities and also in Invest Southwest - Ms J, Talaton, Exeter.