Advisers
Advisers
John Berry Cert PFS Independent Financial Adviser
John is the Managing Director, having joined ADA Financial Consultants almost thirty years ago. His career commenced with the Inland Revenue from where he joined Midland Bank Executor and Trustee Company. Prior to taking up his position with ADA Financial Consultants, John worked in the Trust and Probate Department of a large firm of North West Solicitors. He continues therefore to specialise in all aspects of Tax and Trust Planning.
Ian Diamond Cert PFS Independent Financial Adviser
Since joining ADA Financial Consultants in 2000, Ian has established himself as the main Mortgage Adviser within the firm.
He commenced his insurance career in 1984 with the Prudential, and became an IFA in 1998. Ian is also qualified to provide advice on Equity Release, Pensions, Investments and all aspects of Life Assurance planning.
Wendy de Prieélle Cert PFS Independent Financial Adviser
Wendy started her working life in accounting and finance, moving in 1982 into the Financial Services Industry. From 1989, having achieved her qualifications, she gained her independent status working in most aspects of the profession. In later years her interest in data and research has led to the provision of solutions for clients in the investments and pensions field. As a lady adviser she has a straight forward, friendly, jargon free approach to Financial Planning, which is well received by both women and men.
Alan Gregory Cert PFS Independent Financial Adviser
All Alan's career has been in the Financial Sector, including Banking, Building Societies and Financial Services. He joined the company in 2003 and immediately settled in to a senior role within the company.
He thoroughly enjoys client meetings, when his specialist knowledge on investments and pensions, is most useful. He is also qualified to provide advice on Equity Release, Inheritance Tax Planning, Life Assurance (Group and Individual) and Residential Mortgages.
Glen Rickard Cert PFS Independent Financial Adviser
Glen has 28 years experience in the Financial Services Sector. Prior to joining ADA Financial Consultants 11 years ago, he managed a Sales Team in the North
West for the Abbey Group of companies.
Glen specialises in Investment Planning and Pensions, having furthered his knowledge and experience whilst working for the Prudential and Standard Life.
Contact
For more information about our services contact now on 0844 414 1096. You can also send us a message via the enquiry form on the contact page
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