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

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,
Paraplanner

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.

Gail Lloyd,
Account and Finance Manager

Gail aka ‘the Boss’ is our Accounts & Finance Manager and has been with Lindsey Adams since 2008.

Gail is a very dedicated team member and runs a tight ship, keeping a very close eye on our finances, so if you don’t have a receipt then look out!  


Gail is a Granny to Bobby, Reeva and Lewy who absolutely adore her and is a massive Liverpool FC fan and still enjoying the glow of their successes in previous seasons and hoping to visit Anfield again very soon.

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Linda Rudman,
Client Coordinator

Linda joined us in September 2019 after taking early retirement from a long career in HMRC.

 

Linda is our Client Coordinator, responsible for our social media platforms and welcoming all our lovely clients, visitor’s and guests to the new office on Park Crescent, Barry.

 

Linda has two grown up sons, one who lives in Sydney Australia and the other, a bit closer to home in our very own Barry.

 

Linda enjoys spending time in Australia when she can, long coastal walks around the very beautiful ‘Barrybados’ and looking after her sons Cocker Spaniel, Carter.

 

If you would like independent financial advice call in and have a chat, Linda will be happy to arrange an appointment for you.

Gaynor and Ernie Adamson,
Head of Maintenance

No team would be complete without their behind the scenes maintenance crew. 

 

Gaynor takes great pride in keeping the office shipshape and the expert polishing of our beautiful brass handle on the shop door. This door is very special to us and is steeped in history. It used to belong to a well-known Barry department store called Dan Evans.

 

Ernie carries out all our repairs and keeps the office windows sparkly clean. They are a great team and we really don’t know what we would do without them!

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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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