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Yeovil: 01935 848764 

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

Victoria

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

Lauren

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. My favourite place to date is New York City.

Beth Rapley - IFA Support Executive

Beth

I joined Adanac in March 2022 and I am currently studying for my R04 exam as part of the Diploma in Regulated Financial Planning. I work as part of the support team doing administrative work for our Director, Scott.

I previously worked at M&S after spending a year abroad.

In my spare time I enjoy travelling, going to the gym and spending time with my friends and family.

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