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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. I also keep the company accounts in order; fulfilling our reporting requirements to the FCA and generally all finance related matters. Having worked in financial services for over 20 years, I have worked in various roles from advisory to compliance and am currently updating my qualifications with the CII.

I enjoy the wide variety of tasks that my role entails – no two days are the same!

In my spare time I enjoy coastal walks, gardening and spending time with family and friends.

 


Lauren Potter - IFA Support Executive

After completing a business administration apprenticeship in conjunction with Yeovil College in February 2021 and aquiring invaluable skills and knowledge over this time, I progressed to a permanent role within the Support Team at Adanac. I am now looking forward to increasing my financial knowledge over the coming years and am currently studying for the Diploma in Regulated Financial Planning with the CII.

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

Beth Rapley - IFA Support Executive

Following a period in the retail sector I joined Adanac in March 2022 and am currently working towards the Diploma in Regulated Financial Planning whilst providing administrative support to the team of IFA's.

In my spare time I enjoy travelling the globe and socialising with family and friends..

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