Meet The Team
BA (Hons) Oxon DipPFS
James joined Adcas in 2006 as a trainee adviser and quickly progressed and has since become a Director of Adcas
James is currently studying to complete his Chartered Financial Planner qualification and is able to advise clients on all aspects of Personal Pensions, Investments and Protection.
Ben joined Adcas in 2014 as a Paraplanner and has studied hard to complete the prestigious Level 6 Chartered Financial Planner qualification. Ben is also a Director at Adcas.
In his spare time Ben enjoys spending time with his partner and their children. He is a keen runner and is a member of his local running club, Wesham Road Runners and has competed in numerous road races including the London Marathon.
Matt joined Adcas in 2016 following previous financial services and paraplanning roles within the industry.
Matt holds the Diploma in Financial Planning and in his spare time enjoys spinning, watching all sports, travel and music.
Dawn Mason Cert (FS)
Dawn joined Adcas in 2017 after ten years in financial services administration and is assisting the advisers in all aspects of Paraplanning.
Dawn is married and lives locally with her two dogs that take up most of her spare time!
Accounts Manager & Administrator
Tracey joined Adcas in 2014 and is responsible for the accounts management of Adcas as well as assisting in a variety of administrative duties.
Tracey has previous experience working for Prudential and is originally from Reading. Tracey lives with her partner and two children and enjoys family time and socialising with friends.