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Yeovil: 01935 848764 
Sherborne: 01935 815855 

Meet our Advisory Team

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  and Sophie Smith who are Chartered Financial Planners. 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 24 and Alice aged 20. 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 FPFS - Chartered Financial Planner

JB Website

I am a Chartered Financial Planner and Fellow of the Personal Finance Society with over thirty two 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 have over 30 years experience in financial services with a large part of my time spent as a Financial Adviser. Whilst my wife and I were relocating from Cheshire to the South West, it was an ideal opportunity for a career change which would enable me to advise on all products and companies. 

I specialise in the areas of investments and pensions, helping 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.

In my spare time, I enjoy gardening and walking in the countryside with my wife, Sandra.

Sophie Smith AdvDipFA - Chartered Financial Planner

SS Website

 

I am a Chartered Financial Planner with 10 years’ experience in Financial Services.

As a member of the Pensions and Divorce Team at Adanac and an Associate Member of Resolution, my work includes helping clients to understand their pension arrangements, implementing Pension Sharing Orders and preparing complex Pensions Reports.


I regularly work with family lawyers to help them and their clients to improve financial outcomes and to help divorcing couples to resolve financial issues, particularly with regard to pensions. I am often brought into joint meetings to act as a financial neutral.


I pride myself on my empathetic approach to my clients, always ensuring that the advice I give is tailored to their priorities, objectives and needs.


My primary aim is to make what can often be a complicated and testing process as simple and stress-free as possible.

I live locally with my fiancé Steve, our son Louie and our French bulldog, Benson.

 

Matt Helyar DipPFS- Apprentice Financial Adviser

I  joined Adanac in January 2020 on an apprenticeship scheme in conjunction with a CII approved training provider.  As an Apprentice Financial Adviser I am eager to expand my knowledge of financial services and have recently completed the Financial Planning Diploma.  Alongside my studies I also support Adanac's team of financial advisers carrying out a wide range of duties.

In my spare time I love to play and watch football or spend time with friends and family.

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