THE ADSUMUS TEAM

Daniel Mazouz, founded Adsumus as a collective of the best and most experienced colleagues with whom he has worked alongside in his career, with the aim of assembling a team that can capably deliver an unparalleled level of service across all facets of the firm.

Adsumus

Adsumus ut adiuvemus; we are here to help.

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THE TEAM

Daniel Mazouz DipPFS

Managing Partner

Dan has over 20 years’ experience in Financial Services having worked for Co-op, NatWest and HSBC retail and commercial banking before transitioning to independent advice in 2012. His honest approach, passion and belief in providing quality tailored advice has been integral to his success in building a large group of happy and satisfied clients. 

Faye Burr BSc DipPFS

Independent Financial Adviser

Faye graduated from the University of Minnesota with a Bachelor of Science. After graduating, she joined Paul Revere Life Assurance Co, where she was appointed the President of the Woman’s Life Underwriters Association of Minnesota and stayed until immigrating to the UK with her family. During her 40+ year career in Financial Services, Faye has held senior positions at National Mutual, Scottish Life and Intelligent Pensions before founding her own independent financial services company in 2006. Faye joined Adsumus in August 2022 in search of a new opportunity to the benefit and value of her large bank of loyal clients.

Daryl McAra

Head of Operations & Paraplanning
Daryl McAra started his career in the Financial Services industry in 2012. Joining our team in 2022 as an Operations Manager, he brought with him a wealth of expertise in paraplanning and managing many aspects of our business operations. His comprehensive skill set and extensive experience have been invaluable in enhancing our operational efficiency and effectiveness. Daryl continues to apply his knowledge and expertise with us, ensuring that our operations run smoothly and our strategic goals are consistently met.

Sarah Cope

Office Manager/Paraplanner
Sarah has extensive experience of senior administrative and of Head of Clients Services roles. She joins us from the world’s largest Wealth Manager UBS and is a worthy addition to the team.
 
Her experience in pension and investment administration, as well as in estate planning solutions, enables her to aid clients in any number of queries across many aspects of clients financial planning.

Ashley Savage BA (Hons) ACSI

Independent Financial Adviser

Ashley graduated from university with a 1st class honours in Accounting and Finance. He began his journey working at a stockbroker’s and went on to work in the city as an equity trader with a prestigious investment bank.

This has given him a unique and firm understanding of the financial markets. However, his passion of helping clients lured him back to wealth management where he enjoys helping people by creating a detailed plan for their finances to help them reach their short and long-term financial goals.

Andrew Little Chartered MCSI  

Client Relations Manager
Andy has worked within the Financial Services Industry for over 30 years specialising in Estate Planning and is a Chartered Member of the Chartered Institute for Securities & Investments (MCSI). He brings a wealth of experience to the business, as well as a welcome smile and warm nature.

Suzi Napleton

Client Relations Manager

Suzanne has more than 25 years’ experience in client services and support roles within Financial Services. Her genuine and approachable manner, as well as her attention to detail, has been applauded by her clients and peers alike throughout her extensive career. Suzanne has a broad range of experience in many aspects of financial services and has coordinated well received financial seminars across Southern England in recent years.  

Emma Gilbey 

PA & Administrator

Emma has a great deal of experience as a PA having supported Advisers in organising and managing diaries, booking and arranging transport, collating and filing expenses and maintaining administrative systems. In her spare time Emma enjoys nothing more than a long walk through the Kent countryside with her dog, Stella.