Meet the team

All great financial advisers have an equally effective team behind them; Adcock Financial is no different.

We have invested as much in the development of our back office team as we have our advisers; to make sure that both the advice, and the on-going administrative service, our clients receive is of the highest possible quality.

Giving independent financial advice in Richmond, London and Nottingham since 1991, Adcock Financial has two advisers, backed up by an administration team.

Peter Adcock

Founder, Director, Senior Financial Planner

After a varied career Peter founded the business in 1991 and hasn’t looked back since.

Qualified to both Chartered and Certified level, Peter’s enviable combination of skills, experience and knowledge make him the perfect choice of adviser if you are a company director, senior executive or within 5 – 10 years of retirement.

Click here to read more about Peter

Paul Smeeton

Financial Planner

Paul joined the Adcock Financial team in 2012 to help advise the growing number of clients who required independent financial advice in Richmond, Esher and the wider London area.

Paul’s pension expertise has been particularly useful to our clients over the past few years as constant changes, including the introduction of Pensions Freedom in 2015, has led to increase opportunities, and of course complexity, for those people nearing retirement.

Click here to read more about Paul

Lesa Oliver-Lake

Associate Director

Lesa is our longest serving employee having joined us in 1998 and carries out a number of key functions within the business. These include acting as Financial Controller for the practice, as well looking for further opportunities to expand the Adcock Financial business.

On a day to day basis Lesa Overall has responsibility for running the office and administration team, often being the first point of contact to both existing and new clients. She also takes responsibility for the Corporate accounts with regards to their staff benefit schemes.

You can contact Lesa on 01623 490120 or email her at lesa@adcockfinancial.co.uk

Ingrid Happel

Administrator

Ingrid works alongside Jane Oliver providing Peter and Paul with research and administration support, then processing the resulting applications on behalf of our clients to ensure they are completed without delay.

Ingrid also plays a key role in ensuring our advisers are fully equipped for the review meetings all of our clients enjoy.

You can contact Ingrid on 01623 490120 or email her at ingrid@adcockfinancial.co.uk

Jane Oliver

Administrator and Company Secretary

In addition to working with Ingrid on key administration tasks, Jane also processes the requests for information on our client’s existing pensions and investments; a key task which is, unfortunately, often extremely time consuming.

Furthermore, Jane has had many years’ experience in running businesses, making her the ideal Company Secretary for Adcock Financial, a role which involves company administration duties, attending board meetings and other statutory work, together with an input into our long term business strategy.

You can contact Jane on 01623 490120 or email her at jane@adcockfinancial.co.uk