Meet us

Adam Brookbanks - DIPFA, Managing Director

Adam holds the Diploma for Financial Adviser (DipFA) and has been awarded professional status by the London Institute of Financial Services (LIFS). Adam has been an independent financial adviser for many years and acts as managing director of the company.

Adam offers holistic advice to individuals and businesses, specialising in investments, pension planning and tax-efficiency strategies.  NHS Pension analysis and advice is also a specialist area of advice provided. Adam is very proficient at overall investment planning and portfolio diversification and can help you harness your investments to the best of their capability.

In his spare time, Adam enjoys family days out with his wife and young son, playing golf and watching the Cherries at Dean Court.

Susan Delahunty - DIPIP PFA, Director - Protection Adviser

Sue holds the Diploma in Investment Planning (DipIP) and has been a financial adviser for over 45 years, having dedicated the past 20+ years working with business professionals and their families. 

Sue specialises in protection and insurance advice in support of each indiviual or business, with a wealth of knowledge and experience helping business and healthcare professionals protect their families.  Sue is also a qualified will writer and provides this advice alongside estate planning.

In her spare time, Sue enjoys exercising at the gym, reading, walking and spending weekends with the family.

Martin Gilbert- DIPPFS, Cert CII(MP), Paraplanner & Technical Support

With over 30 years in financial services and 20 of these years offering private client advice Martin fronts the paraplanning and technical support of FTA Financial & Wealth Management. He has a vast amount of experience in a variety of areas, having worked in a range of financial service roles throughout his career. Martin’s background is in paraplanning, financial planning, portfolio management, and compliance.

Martin assists the advisers and clients with technical support and research for advice. He has multiple qualifications, including the Diploma in Financial Planning, therefore helping the company excel in the quality of advice given. Martin also acts as a valuable client contact and point of contact for queries and assistance.

In his spare time, Martin likes training at the gym and spending time with his family.

George Newman DipPFS - Paraplanner

George is our fully qualified paraplanner who holds the Diploma in Financial Planning. He has a sharp eye for detail and a passion for helping clients achieve their financial goals. With a strong foundation in financial planning, he supports the team and clients with technical analysis and support ensuring the advice is always accurate and client focused. Outside the office, George enjoys unwinding at the beach, where you’ll often find him paddleboarding.

Eponine Littlejohns – Protection Specialist

Eponine is our dedicated Protection Adviser, known for her warm, customer-focused approach. She’s passionate about making sure every client has a positive and reassuring experience, guiding them through the protection process with care and clarity. Currently training to become a fully qualified Independent Financial Adviser, Eponine is committed to growing her expertise and expanding the support she can offer. When she’s not at work, she enjoys quality time with her family and exploring the local area on long walks.

Olivia Bowry - Trainee Paraplanner

Olivia is our enthusiastic Trainee Paraplanner, bringing energy and passion to the team. She's efficient at processing client applications and preparing detailed reports, ensuring that everything is processed smoothly behind the scenes. Olivia's proactive attitude and willingness to learn makes her a valued part of our growing team - she is looking to undertake her exams to become a fully qualified paraplanner.  Outside of the office, she loves living by the sea, exploring the world and spending quality time with her family. 

Kayleigh Booth - Protection Administrator

Kayleigh plays a key role in our team as our Protection Administrator. With a sharp eye for detail and a commitment to accuracy, she ensures that all protection policies are processed smoothly and efficiently. Her organised and meticulous approach means nothing gets overlooked. Outside of work, Kayleigh enjoys staying active and exploring the outdoors on dog walks.

Susan Rigler - Administrator

With over 20 years of experience in the financial services industry, Susan brings extensive knowledge to her role. Having worked exclusively within the Independent Financial Adviser sector she is skilled in application processing, completing complex valuations and providing reliable administrative support to the team. Known for her diligence and problem-solving abilities, Susan is always happy to help - whether by phone, email or face to face in the office. If an answer is not readily at hand, she will ensure it is found and followed up promptly. Outside of work Susan enjoys studying new topics, exploring creative projects and spending time in nature.

Melanie Norris - Receptionist & Administrator

Meet Mel, our vibrant receptionist and personal assistant! Always ready with a smile and a cheerful hello, Mel brings warmth and energy to every interaction. She’s the friendly face that keeps everything running smoothly behind the scenes. Outside of work, you’ll find her soaking up the sun at the beach, where she loves to relax and recharge.