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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.

In addition to our advisers, there is back-up from a qualified and experienced management and support team who ensure that there is always continuity of service 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 and supervision 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 various financial qualifications more recently completing 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 have recently completed CertPFA and am looking forward to continuing my studies further. I enjoy providing first class customer service to our clients and enjoy the variety of work and many challenges my role brings.

Lauren Potter - Apprentice IFA Support Executive

I have recently started a business admin apprenticeship in conjunction with Yeovil College and look forward to learning new skills and increasing my knowledge of financial services over the coming months. 

In my spare time I enjoy spending time with my family and travelling, especially to Tunisia.

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