About Us

OVERVIEW

Bottriell Adams LLP is an established firm of financial advisers specialising in the areas of financial planning and investment management. We are authorised and regulated by the Financial Conduct Authority.

Both Gary Bottriell & Andy Sibbick hold the coveted Chartered status, the highest level of industry qualification and between them have over forty years of experience across the financial services industry. This underpins the quality of the advice offered to clients.

We believe absolutely in being ‘Independent’, rather than being answerable to some remote management body or bound by inflexible processes. We consider this freedom to be of paramount importance when selecting from the vast range of products and solutions that are available.

Our role is to help you identify and attain agreed financial objectives and we do this by taking the time to consider fully your current situation and to assist in the development of future plans.

Our aim is to provide you with high quality advice and a very personal service both now and in the future, which includes regular communication to keep you up to date with changes to legislation, your plans and investment progress.

PARTNERS

Gary Bottriell - Managing Partner

Trained and worked as a geologist before entering financial services as an independent adviser in 1985 aged 25.

First and foremost Gary is an enthusiastic financial planner and investment adviser serving a range of clients from all walks of life.

Gary is active in industry circles and is Deputy Chairman of the Association of Independent Financial Advisers.

A Chartered Financial Planner, Gary was a Senior Examiner for the Chartered Insurance Institute from 1999 to 2016 and is Deputy Chairman of the Qualifications, Examinations and Assessments Committee of the CII Board.

He was a member of the Financial Services Authority Regulatory Decisions Committee from 2006 to 2013.

Gary is currently a Lay Member of the Upper Tribunal Tax and Chancery Chamber.

 

Qualifications

FGS FPFS
Chartered Financial Planner

Susie Burnett - Operational Partner

Susie is the Partner responsible for overseeing all operational matters and the management of the administration team.

She has many years experience in compliance and financial services roles.

She has worked for both major product provider firms and small advisory businesses such as ours and joined Bottriell Adams in 2006.

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.

Susie is also very personable and is always happy to take clients calls when they need to raise a query or require something to be done.

 

Qualifications

Diploma in Financial Advice
Financial Planning Certificate
Advanced Certificate in Mortgage Advice
Certificate in Life & Pensions

Sarah Templeman - Financial Controller

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.

FINANCIAL PLANNERS & COMPLIANCE

Andy Sibbick APFS - Chartered Financial Planner

Andy specialises in individual financial planning issues such as mortgage finance, protection, savings and planning for the future.

Following a degree in Financial Services Andy has spent 17 years in the industry in various roles and has a strong background in personal and business finance. Advising clients on an independent basis has always been an ambition of Andy’s as he feels working for the client is the only way to give quality, impartial advice.

He has successfully completed the Advanced Diploma in Financial Services and is now a Chartered Financial Planner.

Andy describes himself as a keen, but not very talented, golfer and coaches his son’s football team at weekends.

 

Qualifications

APFS

Chartered Financial Planner

Jane Preston - Senior Financial Planner

Jane is an Associate of the Chartered Insurance Institute and is thus professionally qualified to degree level.

Jane performs a paraplanning role at Bottriell Adams and does not work as a client adviser – only Financial Planners at Bottriell Adams perform that role.

Jane works in the background for the Financial Planners undertaking research tasks and performing financial planning work.

Jane has experience working for major provider companies where she commenced her financial services career after acquiring a degree in Statistics and Mathematics.

Jane has experience at both large and small advisory firms.

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.

 

Qualifications

ACII

Dip. PFS

Erika Jones - Financial Planner

Erika joined the financial planning team in June 2017, she has previous experience gained from working for over 17 years within the pensions, private banking and discretionary investment management sectors.

Erika has been a member of both the Chartered Insurance Institute (CII) and the Chartered Institute for Securities & Investment (CISI), for several years.

Erika now holds the Diploma in Regulated Financial Planning, following her earlier degree in Business Administration.

 

Qualifications

Certificate in Life & Pensions

Diploma in Regulated Financial Planning

BA (Hons) Business Administration

Paul Mortimer - Investment Manager

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.

 

Qualifications

Qualified as an Associate of the Society of Investment Professionals

(Associates of the Chartered Financial Analysts Society of the UK)

Sandra Toole - Compliance Assistant

Sandra has over 15 years financial services experience in various roles. She qualified as a Chartered Financial Planner in 2013 and is currently working towards becoming a Fellow of the Personal Finance Society.

Sandra has worked for a variety of Financial Planning organisations both in the UK and abroad, and has joined the team at Bottriell Adams as compliance assistant.

She assists with our regulatory obligations and completes the various reports required by our regulator.

Sandra liaises with our external compliance consultants and auditors.

 

Qualifications

Chartered Financial Planner
CeMap
BA (Hons) Business Management

ADMINISTRATION

Michael Faithful - 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.

 

Lisa Bowles - Senior Administrator

Lisa joined Bottriell Adams  in 2016 and has a large amount of investment administration experience, gained whilst working for two well known local investment institutions.  Lisa will help us to continue to provide the high quality, personal administration service our clients have come to expect from us.

Lisa has commenced her study towards the CII Award in Financial Administration.

 

Suzanne Bonner - Administrator

Suzanne joined Bottriell Adams in January 2018 as an Administrator with over ten years  experience gained with two prominent local Chartered Wealth Management companies.

Suzanne is committed to supporting our aim to provide our clients with the highest possible level of personal service in order to help them successfully achieve their long term financial objectives.

 

Jade Andrews - Administrator

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.