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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.

THE TEAM

Daniel Mazouz DipPFS

Director

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. 

Daryl McAra

Practice Manager

Having worked in the industry in various roles since 2012, Daryl joined us in 2022 bringing with him a wealth of experience in paraplanning, and supporting operational management, systems and controls.

His comprehensive skill set and extensive experience has been invaluable in enhancing our operations, having taken on the role of Practice Manager since joining. 

Ashley Savage BA (Hons)

Independent Financial Adviser
Ashley graduated from university with a 1st class honour in Accounting and Finance. He began his journey working at a stockbroker’s, going on to then work in the city as an equity trader with a prestigious investment bank.
 
This experience has given him a unique and firm understanding of the financial markets. However, his passion for helping clients lured him back to wealth management, where he enjoys creating detailed plans to help his clients reach their financial goals.

Jamie Murrison

Independent Financial Adviser
Jamie has worked in financial services since 2017 and has been advising for the past 5 years. He has gained extensive experience working with thousands of individuals in a previous role so he is well equipped to deal with a huge array of challenges across a wide range of individual circumstances.
 
Jamie focuses on the individuals at the heart of advice when creating a plan for them, so that they can feel secure and confident in their decisions.

Suzi Napleton

Client Relations Manager
Suzi 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 clients and peers alike throughout her career.
 
Suzi has a broad range of experience in financial services and in previous experience has successfully coordinated well received financial seminars across Southern England.  

Sarah Cope

Paraplanner
Sarah has extensive experience in senior administrative and client services roles. She joins us from the world’s largest Wealth Manager, UBS, and is a valued addition to our team. 
 
Her experience in financial administration, as well as in estate planning solutions, enables her to aid clients in any number of queries across many areas of financial planning.

Toni Sherwood

Paraplanner
Toni has extensive experience of client services roles within Financial Services. Her genuine and approachable manner, as well as her attention to detail and clarity in her communication, has been applauded by clients and peers alike throughout her career.
 
In past experience Toni has fulfilled many duties including financial administration, estate planning and will writing services, and more recently in paraplanning, making her a valuable and well-versed member of the team.

Reece Hodge

Junior Paraplanner

Reece joined us in 2024 having never worked in the industry before and has grown into his role at an impressive rate. He has quickly picked up the tools of the trade and focuses his time on researching solutions and assisting our Financial Advisers throughout the advice process.

Kye Laming

Junior Paraplanner

Kye graduated college with an A level in finance, before joining us in 2025 as an apprentice to continue his studies toward a Diploma in financial planning. With ambitions to become a Financial Adviser on obtaining his diploma, we have high hopes for his bright future in financial services.

Ruby Mazouz

Administrator
Ruby has worked for us on a part-time basis since 2022 alongside her studies in history at university, with plans to transition to a full-time position with us on graduating.
 
She has a natural talent for her work with a keen eye for detail and has supported us with many key developments since the firms establishment. 

Emma Gilbey 

Personal Assistant

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. 

RETIREES

Andrew Little Chartered MCSI  

Client Relations Manager
Andy had worked within the Financial Services Industry for over 30 years specialising in Estate Planning as a Chartered Member of the Chartered Institute for Securities & Investments (MCSI). Having brought a wealth of experience to the business, he left us in 2023 to explore his retirement. Andy has thankfully maintained contact, visiting our offices for a catch up from time to time. 

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. Throughout her 40+ year career, Faye held senior positions at National Mutual, Scottish Life and Intelligent Pensions before founding her own financial services business in 2006.

Faye joined Adsumus in 2022 in search of a new opportunity in which she could wind down from the pressures of managing her own business, eventually retiring in 2024. She remains in touch, often updating us with her various adventures.