Business Details
Your Trusted Financial Partner in Dorset
Bottriell Adams is an established firm of Chartered Financial Planners dedicated to helping clients achieve their long-term financial objectives. We prioritise understanding each client's unique circumstances to deliver tailored advice supported by the highest standards of personal service. Our commitment to sound financial principles ensures we remain accountable solely to our clients, fostering trust through transparency and expertise. With advisers holding Chartered statusthe profession's highest qualificationwe combine decades of experience with a client-centric approach. Based in Dorset, we serve clients across the UK and overseas, offering access to meeting facilities in London and the City.Regulated by the Financial Conduct Authority (FCA), we clearly distinguish between regulated and non-regulated services, ensuring full compliance and client clarity. Our team's extensive qualifications and partnerships with legal and accounting professionals underscore our dedication to excellence. We believe in empowering clients through education, regular communication, and adaptive strategies that evolve with changing legislation and personal goals. This philosophy has earned us a reputation for reliability, with most new clients coming via referrals from satisfied individuals and professional networks.
Services
Wealth Generation
Investment Management
Tax Planning
Pension Planning
Retirement Income
Succession Planning
Financial Products
Corporate Solutions
Trustee Services
Portfolio Valuations
Highlights and features
- We hold Chartered status, the highest industry qualification in financial planning.
- Our team has over 40 years of combined experience in financial services.
- We offer a personalised service tailored to individual client needs.
- Access to secure client portal for portfolio valuations and communication.
- Regulated by the Financial Conduct Authority for your protection.
Associations and certifications
- Chartered Insurance Institute
Services
Wealth Generation
We help clients build capital wealth by identifying surplus income and optimising tax-efficient investments. Our planners assess risk tolerance and financial goals to create bespoke strategies. Regular reviews ensure adaptability to changing circumstances, maximising long-term growth potential.
Investment Management
We design tailored investment programmes aligned with your risk profile and objectives. With over 130 million under management, we select diversified, multi-asset portfolios. Ongoing monitoring and quarterly reviews ensure your investments remain aligned with evolving goals.
Tax Planning
Our experts navigate complex tax regulations to minimise liabilities across income, investments, and estates. We leverage tax-advantaged products and strategic planning to enhance wealth retention. Regular updates ensure compliance with legislative changes affecting your financial position.
Pension Planning
We specialise in crafting retirement strategies for individuals and business owners, balancing current needs with future security. Services include workplace pension design, tax-efficient contributions, and phased retirement income planning to ensure financial stability in later life.
Succession Planning
We help preserve wealth for future generations through Wills, trusts, and inheritance tax mitigation. Our planners ensure assets are distributed according to your wishes while minimising tax exposure. Strategies address family-specific needs, such as education or business continuity.
People
Gary Bottriell
Managing Partner
Chartered Financial Planner with over 40 years' experience. Board member of PIMFA, former FSA Regulatory Decisions Committee member, and advocate for professional standards in financial advice.
Susie Burnett
Operational Partner
Over 20 years in compliance and financial services. Oversees administration and client operations, ensuring seamless service delivery and strong provider relationships for client benefit.
Andy Sibbick
Partner
Chartered Financial Planner specialising in personal finance, mortgages, and protection. Combines 23 years' industry experience with a client-focused approach to impartial advice.
Jane Preston
Senior Paraplanner
ACII-qualified paraplanner with a degree in Statistics. Provides research and financial planning support, leveraging experience from major providers to enhance client strategies.
Sarah Templeman
Financial Controller
Over 30 years managing finances for regulated financial firms. Ensures robust financial oversight and operational efficiency across all business activities.
Questions
What services does Bottriell Adams LLP offer?
We provide financial planning, investment management, tax planning, pension advice, retirement income strategies, succession planning, and corporate solutions for business owners.
Are your services regulated by the FCA?
Most services are FCA-regulated, but some non-regulated options exist. We clearly explain regulatory coverage for all recommendations during consultations.
How can I access my portfolio valuations?
Through our secure client portal or mobile app, you can view real-time portfolio valuations, complete forms, and communicate securely with our team.
Do you work with clients outside the UK?
Yes, while based in Dorset, we serve clients across the UK and internationally, adapting strategies to meet diverse regulatory and financial environments.
What qualifications do your advisers hold?
Our advisers hold Chartered status—the industry's highest qualification—including designations from the Chartered Insurance Institute and CISI Level 6 Diplomas.
Reviews (1)
Tracy Sheldon
Mar 26, 2021
Report
Good, solid financial advice. Not flash, but robust (take this as a huge endorsement from me). Quality over glitz, which is a good thing when it comes to financial advice
