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Our story

Our independent status compliments our approach to financial planning. As an independent firm, we are able to recommend products and providers from the whole of the market. This freedom means that you can rest assured that we will never simply sell you a product. Instead, our recommendations are careful, considered and custom-made for your individual circumstances.

Our clients usually live and work within the local area. We are a local firm based in Barry, on your doorstep, whenever you need guidance.

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Lindsey Adams APFS,
Chartered Financial Planner and Managing Director

Woman of the Year 2020 - Retirement Planning

Financial Adviser of the Year 2020 - Wales

Nominated again in 2022

Lindsey started Quadrant Financial Associates in 2016 but has been in finance for over 40 years, starting out as a bank clerk at the age of 16 for Williams & Glyn’s Bank.
Lindsey is committed to helping transform the lives of her clients to understand and get the most out of their money. Many people can find the sheer number of financial products and services overwhelming, Lindsey aims to make the complicated simple.
Lindsey is a Barry girl born and bred and has a son, a daughter and one granddaughter. Lindsey is passionate about reducing the use of plastic and has her own little veg patch. If you need peas, give Lindsey a shout. She was very proud of this year’s crop!

Nicki Jones,

Nicki joined us in September 2019 as a paraplanner. Nicki has been in the financial industry for over twenty years and joins us from a Financial Adviser company based in Cardiff. Nicki lives very local to our office so after many years of commuting to Cardiff, is now enjoying being able to walk to work. 

Nicki is mum to a five year old Bulldog called Jake and a more recently adopted French Bulldog called Marvin. Nicki also has three sons and two beautiful granddaughters called Darcie and Lottie.

Nicki is responsible for all the research that goes into finding the most suitable products and services that meet your needs.

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Jackie Jones,
Administration Manager

Jackie is our Administration Manager - the glue that holds the office together! 

Jackie has always been in admin and finance so brings a wealth of experience and expertise to the team.

Jackie was lucky enough to live and work in the beautiful island of Jersey and whilst working for Bank Of Wales ( Jersey) she met her husband and the rest is history.

Jackie is also mum to 3 beautiful sons.

We are trusted

In an age of financial scams, it's more important than ever before to ensure you select a financial professional that you can trust to provide both sound advice and an honest service.

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