THE ADSUMUS TEAM

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. 

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 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 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.

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.

Bella joined Adsumus in 2026 as an Administrator, bringing over five years of experience in banking and a strong background in customer service and financial processes. She supports the day-to-day operations of the business with efficiency and attention to detail, providing professional and approachable support to both clients and colleagues while continuing to grow within the financial services industry.

Scarlett joined us in 2026 to support administration on a part time basis while she studies photography and creative industries at UAL.

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 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.

Connor joined us as a Senior Paraplanner in 2026 and delivers leadership to the Paraplanning team. With over seven years of experience in the financial services industry, he is well-versed in his role and dedicates himself to delivering clear, well-researched, and client-focused support to financial advisers. Throughout his career, he has developed strong expertise in technical analysis and delivering financial plans, helping to ensure that clients receive tailored and effective advice aligned with their long-term goals with keen attention to detail and a commitment to maintaining high professional standards. With only one exam to achieving Chartered status with the Chartered Insurance Institute (CII), Connor plays an integral role in the delivery of our services and supporting the wider team.

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 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.