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.

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Andy Coles

Chartered Financial Planner

Andy has been a member of the Adcock Financial team since January 2021.

As a Chartered Financial Planner with over 13 years of experience, Andy brings a wealth of knowledge and experience. If you’re a business owner, senior executive or ready to plan your retirement, Andy is here to help you solve your financial challenges and achieve your aspirations.

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Lesa Oliver-Crawford

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

Becky Womble

Trainee Financial Planner

Becky initially came to Adcock Financial on her school work experience placement back in 2010. Being very impressed with her maturity at such a young age, Becky continued to work with us in school holidays. She then worked with us on a part-time basis whilst studying at college and university.

After moving on to pastures new for a short time, Becky decided that she missed the world of financial services. We are delighted to have her back with us as a Trainee Financial Adviser, working towards the required examinations.

Becky is currently working alongside Peter and Paul, assisting with the preparation of client valuations, suitability reports and cash flow forecasts.

You can contact Becky on 01623 490120 or email her at becky@adcockfinancial.co.uk.

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.

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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