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
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
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
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.