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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

Scott Gibbons - Director & Financial Advisor

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 18 and Alice aged 15. In my spare time, I try to keep fit and compete in Water Ski Racing at national level in the UK and Europe.

James Boddey – Chartered Financial Planner

James Boddey – Chartered Financial Planner

I am a Chartered Financial Planner with over twenty five 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

Phil Leigh - Financial Adviser

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.

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

Wesley Powell - Mortgage Adviser

 

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 - Senior IFA Support Executive

Sophie Website Pic (3

I joined Adanac in 2011 as an administrator and have since progressed into a senior role. I am currently studying towards achieving my Level 4 Diploma and hope to soon become a fully qualified Financial Adviser.

 

I live in Yeovil with my partner Steve and our son Louie, who is two and a half.

The Admin Team

The Admin Team at Adanac is headed by Victoria Womack, our Practice Manager who joined Adanac in September 2013. Victoria is married to John with 3 children, Jake, Beth and Benjamin. 

Our IFA Support Executive, Gemma Taylor, joined the team in May 2015 and lives with her Fiancé Alex. 

Elicia Woodhams is our Business Administrator and is the newest member of the Admin team. Elicia is currently completing her Business Administration apprenticeship at Yeovil College.

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