BOTTRIELL ADAMS - Key Persons
Job Titles:
- PARTNER
- Chartered Financial Planner
Andy is a Chartered Financial Planner who specialises in individual financial planning issues such as savings, investments and planning for the future, as well as mortgage finance and family protection.
Following a degree in Financial Services Andy has spent 23 years in the industry in various roles and has a strong background in personal and business finance. Throughout his career Andy has always felt that working directly for clients on an independent basis is the only way to give quality, impartial advice.
Andy describes himself as a keen, but not very talented, golfer and coaches his son's football team at weekends.
Clair joined Bottriell Adams in June 2022 and has over 20 years' experience in the financial services industry. She is a CFP TM professional and has been working as a paraplanner for over a decade at both small and larger firms during which time she has gained a wide-ranging experience in many areas of Financial Planning.
Clair enjoys performing cashflow analysis and creating financial plans in the background for the Financial Planners.
Claire joined Bottriell Adams in October 2019 and has a wealth of experience in the financial services industry, including combating Financial Crime for a large Insurance Provider and specialising in resolving regulated complaints at executive level. Claire strives to provide a high level of service and has recently completed the Financial Adviser Apprenticeship.
Clare Joined Bottriell Adams in May 2022 as an Administrator. Clare has had 17 years of Banking experience for a well known Building Society.
Clare prides herself on delivering the best service for our clients.
Debbie joined Bottriell Adams in January 2020. She was most recently an Administrator for an investment management company and has previously worked for a large fund manager in a variety of roles. Her experience will be invaluable to the Administration Team.
Job Titles:
- MANAGING PARTNER
- Chartered Financial Planner and Investment Adviser
First and foremost Gary is an enthusiastic Chartered Financial Planner and investment adviser serving a broad range of clients from all walks of life.
Gary is very keen on the promotion of professional standards of financial advisers and he is a Board Member of the sector trade association, The Personal Investment Management and Financial Advice Association (PIMFA). Gary is currently a Lay Member of the Upper Tribunal Tax and Chancery Chamber and a member of the Takeover Panel
Jade joined Bottriell Adams in September 2018. She has a varied background in the financial services industry; previously specialising in the banking and mortgage sectors. Jade has a passion for delivering the consistent level of exceptional personal service our clients expect.
Job Titles:
- Associate of the Chartered Insurance Institute
- Key Member
- SENIOR PARAPLANNER
Jane is an Associate of the Chartered Insurance Institute and is thus professionally qualified to degree level.
Jane is a key member of the team, is familiar with our client's affairs and is always happy to speak with you on the phone to deal with your questions.
Job Titles:
- Assistant
- VALUATIONS ADMINISTRATOR
Michael joined Bottriell Adams as an administration assistant in 2010, having worked in the financial services industry in a similar role for a number of years.
He is an indispensable member of the team, responsible for the production of all client valuations and background analysis reports which facilitate the portfolio reviews.
Michael is also responsible for the firm's online processes.
Former Head of Trading with 30 years' experience and a proven track record for building global dealing desks with highly skilled traders combined with good ethics and technology.
Expertise has been gained at top quality investment managers renowned in the industry. This covers daily dealing at a global level, management of the desk and market information feedback to fund managers and senior management. Active participation in dealing complex positions and provision of stock ideas for the fund managers.
A reputation in the industry for driving technology innovation in the business to enable seamless trading, as well top level market, risk management and compliance information.
Paula joined Bottriell Adams in September 2023 as an Administrator. Paula has over 30 years experience in the financial services sector in various roles, both in the UK and overseas. Paula has a practical and efficient approach to client servicing.
Sarah has over thirty years' experience running the finances of regulated financial services businesses, and has worked in that capacity for our Managing Partner Gary Bottriell throughout his career in the sector.
Sue joined us in May 2023. She brings a wealth of knowledge and experience having been in the financial services industry for over 30 years, starting her career off in Building Societies and then moving across into the IFA side. Sue's main focus is always customer service at the highest level. She has had various roles during her career to include Branch Manager, Operations Director and HR Manager. In 2020 Sue completed her CIPD Level 3 in Human Resources. Sue enjoys socialising with her friends and family.
Susie joined Bottriell Adams in 2006 and is the Partner responsible for overseeing all operational matters and the management of the administration team. She has over 20 years experience in compliance and financial services roles and has worked for both major product provider firms and small advisory businesses.
Susie holds adviser level qualifications and although not an adviser herself she is happy performing financial planning work in support of the other partners as well as ensuring all client administration runs smoothly.
Susie is particularly strong in dealing with product provider companies and ensuring that they deliver as good a service as we can get from them for our clients. She is also very personable and happy to take clients calls when they need to raise a query or require something to be done.