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
Ian commenced his insurance career in 1984 with the Prudential, and also worked for the London and Manchester Life Insurance Company.
He became an Independent Financial Adviser in 1998.
Since joining ADA in 2000,Ian's career has gained momentum and recently he was appointed a Director of the Company.
He has vast experience in all aspects of financial planning which includes investment and saving, personal and group pensions, equity release, mortgages, personal and business protection, and long term care.
Ian enjoys meeting existing and new clients when he is happy to review their short, medium, and long term objectives.
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.
Keith Packwood Dip PFS Independent Financial Adviser
Keith has twelve years experience in Financial Services,six of which were spent in the Isle of Man with Royal Skandia and Clerical Medical International, dealing with clients in the UK and Hong Kong. The last four years have been spent with Aviva absorbing knowledge and experience in all arrears of Financial Planning,including the Individual and Group Pensions Market.
Developing relationships and working with both individual clients and Professional Partners are the most satisfying aspects of the job for Keith.
Having joined ADA in late 2011, Keith is looking forward to driving the Company into its' next thirty years of business as a new era of Financial Services brings important change to the industry during 2012 and 2013.
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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