Out with the old and in with the new!

It is with some sadness that I am writing to confirm that the old Sage, Roger Moore, has decided to retire at the end of April; his last working day will be Thursday 27th.

Roger joined the firm on 1st October 1998, approximately 18 ½ years ago and in that time, he has worked tirelessly to help us provide the best possible service to our clients. From a personal perspective, he has been (and I hope will always remain) a loyal and trusted friend; I will always be grateful for his unwavering support through the good times and the bad. I am sure you will want to join me in wishing him a long and very happy retirement.

Roger will be difficult to replace but you will be pleased to know that over the past few weeks he has been working with his successor, Adam Gannon, to ensure that the transfer of duties and responsibilities will be as seamless as possible. Some of you may have already spoken to Adam, he is a very capable and personable fellow and we are very excited that he has decided to become part of the team.

Adam joins us from Reassure, a Life and Pensions company, where he was a Team Leader responsible for administering Annuities and Income Drawdown Schemes. At age 36, Adam is somewhat younger than his predecessor (and me, for that matter). I hope that his relative youth will inject some new life into the old firm.

Outside of work, Adam’s interests include socialising with friends and family, watching sport, travelling and listening to rock music.

You will doubtless be speaking with Adam at some point over the course of the next few months and I know he is looking forward to getting to know you all.

Just in case you were wondering, the lovely Denise isn’t going anywhere, well not for a while anyway! 

If you have any concerns or questions about any finance related matter, please do not hesitate to call me at any time.

With best wishes,

Yours sincerely 


Graham Ponting CFP Chartered MCSI
Managing Partner