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Yeovil: 01935 848764 
Sherborne: 01935 815855 

Meet our Team of Independent Financial Advisers

When selecting an Independent Financial Adviser, it is important to establish that they are not only authorised but also independent, suitably qualified and experienced.  We are confident that we fit these criteria and more.

We have four qualified advisers including Jim Boddey who is a Chartered Financial Planner. All specialise in different areas but all have a comprehensive knowledge of all aspects of financial planning. In addition to our advisers, there is back-up from qualified and experienced administrators who ensure that there is always continuity of support and a point of contact.

Scott Gibbons - Director & Financial Adviser

SG Website

I joined financial services in 1994 with the Wesleyan as a Home Services Representative. Whilst enjoying this role, I began to feel more and more uncomfortable with being able to advise only on one product. Recognising that I could do a better job for my clients by being independent, I left and started my career as an IFA. The highlight of my career to date was setting up Adanac in 2002 and since then watching it grow and become part of the business community in the South West.

Previously I was in the Royal Navy and served with the Royal Marines.

I have two beautiful girls, Mary aged 20 and Alice aged 17. In my spare time, I try to keep fit and compete in Water Ski Racing at national level in the UK and Europe.

Jim Boddey - Chartered Financial Planner

JB Website

I am a Chartered Financial Planner with over thirty years’ experience in financial services. 

I specialise in the pensions, at retirement and investment arenas. I also specialise in the area of pensions within the divorce process and work with both family lawyers and their clients in this difficult area.

I am an active member within the Somerset, Dorset and Devon collaborative law groups, a Resolution Accredited divorce specialist and affiliate member of The Society of Trust and Estate Practitioners (STEP).

I live near Castle Cary and when not spending time looking after the garden, I spend my spare time walking in the countryside or trying to improve my skills at clay pigeon shooting.

Phil Leigh - Financial Adviser

PL Website

I previously worked for HSBC for over 30 years with a large part of my time spent as a Financial Adviser. Whilst my wife and I were relocating to the South West, it seemed a good opportunity for a career change which would enable me to advise on all products and companies. With HSBC I was far more restricted.

I specialise in the areas of investments and pensions, dealing with clients who are looking to plan for retirement as well as clients who are looking for advice on how best to take their pension in retirement.

At present I live in the Blackdown Hills with my wife, Sandra; and we both enjoy gardening and walking in the beautiful countryside.

Wesley Powell - Mortgage Adviser

WP Website

I am a Mortgage and Protection Adviser with over 10 years’ experience in the financial services industry. I specialise in helping people with complex financial situations and can often offer an alternative mortgage solution when you may not meet a high street lender’s criteria or if you have an adverse credit history.

 Originating from Manchester, I now live in the South West and enjoy exploring my new surroundings with my two children. Also, I have recently started playing the saxophone again.



Sophie Smith - Trainee Financial Adviser

SS Website

I first joined Adanac in 2011 as an Administrator having previously worked in administrative roles in the hospitality and construction industries. In 2013 I progressed to Senior Administrator taking on more responsibility and a more challenging role.


I have recently completed my Diploma for Financial Advisers and am now working towards becoming an Adviser.


I live in Yeovil with my partner Steve, our three year old son Louie and our French Bulldog Benson.


In my spare time, I love spending time with my family or socialising with my friends.


Victoria Womack - Practice Manager

Vic Website


I joined Adanac in 2013 as Practice Manager, responsible for the day-to-day management of the office.  Having previously worked for a high street bank as an adviser and also in compliance, then latterly at an IFA practice as office manager, I have CeFA 1,2 & 3 and CeMAP qualifications.  

I enjoy the wide variety of tasks that my role entails, ranging from recruitment to procurement of goods and services – no two days are the same!

In my spare time I enjoy films, good food and wine and spending time with my family and our English Pointer dog, Izzy.


Chris Hotham - Financial Controller

CH Website

With 34 years' experience in the financial services sector I joined Adanac Financial Services as Financial Controller in 2006. I am responsible for keeping the company accounts in order; fulfilling our reporting requirements to the FCA and generally all finance related matters.

I live locally with my wife Linda and I am an avid supporter of YTFC. I enjoy holidays and travel and my favourite destination to date is Japan.

Gemma Taylor - IFA Support Executive

GT Webiste

I became a member of the Adanac team in May 2015 after previously working for Lloyds Banking Group. I am currently working towards a more senior role within the Admin team.

I enjoy providing first class customer service to our clients and enjoy the variety of work and many challenges this role brings.

I enjoy plenty of shopping and spending time with my Fiancé and kittens, Treacle & Busby.

Elicia Woodhams - Apprentice IFA Support Executive

EW Website

As the newest member of the Admin team at Adanac, I am currently in the process of completing a business administration apprenticeship and I am thoroughly enjoying the role.


I look forward to developing my career further here at Adanac.


I enjoy horse riding, visiting family and spending time with my French bulldog, Logan!



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