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Yeovil: 01935 848764 
Sherborne: 01935 815855 

Meet our Management & IFA Support 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 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.

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 and am now studing for CeSRE.

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 family and friends.

 


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 - Senior 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 studying towards my CertPFA. I enjoy providing first class customer service to our clients and enjoy the variety of work and many challenges my role brings.

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

Elicia Woodhams - IFA Support Executive

EW Website

As the newest member of the Admin team at Adanac, I have recently completed 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 boyfriend Sam and French bulldog, Logan.

 

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