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About Us
Advice on pensions, divorce, trusts, inheritance tax, investments, pension simplification, long term care, mortgages and corporate financial planning.
Advisory Team
Our Advisory Team specialise in different areas but all have a comprehensive knowledge of all aspects of financial planning. When selecting an Independent Financial Adviser, it is important to establish that they are not only authorised but also independent, suitably qualified and experienced. Talk to us today.
Business Clients
Adanac Financial Services provide financial advice for business clients in Dorset, Somerset and nearby Devon
Business Financial Planning
Financial planning for businesses is about far more than arranging pensions and employee benefits, planning opportunities available within the business.
Chartered Financial Planner
Chartered Financial Planners based in Somerset and Dorset, granted by the Chartered Insurance Institute (CII).
Complaints
Complaints procedure for Adanac Financial Services
Contact Us
Adanac Financial Services operates from offices at Manor Road, Yeovil, Somerset and Abbey Close, Sherborne, Dorset.
Cookie Policy
Cookie Policy for the Adanac Financial Services Website, specialist financial advice for Dorset and Somerset.
Equity Release Planning
Financial advice regarding equity release, including lifetime mortgages and home reversion plans in Dorset, Somerset and nearby Devon
Gallery
Images from events attended by Adanac Financial Services, see what we have been doing.
General Financial Advice Meeting
Adanac offers a general financial advice meeting to help you understand the full scope of your situation without being sold a product.
Home
Adanac Financial Services provides independent, specialist financial advice in Dorset, Somerset and nearby Devon
Investments & Savings Planning
Adanac covers all types of investments from savings accounts to large share portfolios in Dorset, Somerset and nearby Devon.
Long Term Care Planning
Protecting your family against the costs of old-age long term care, care annuities, Investing for income, arrangements for your home and State entitlements
Management & IFA Support Team
When selecting an Independent Financial Adviser, it is important to establish that they are not only authorised but also independent, suitably qualified and experienced. We are confident our management & IFA support team fit your criteria.
Meet the Team
We have four qualified advisers including Jim Boddey who is a Chartered Financial Planner. All specialise in different areas but all have a comprehensive knowledge of all aspects of financial planning. In addition to our advisers, there is back-up from qualified and experienced administrators who ensure that there is always continuity of support and a point of contact.
News & Events
There's always plenty happening at the Adanac. Read our latest news, explore our upcoming events, and browse our blog here.
Our Blog
Read all of the latest blogs. Get an inside look into what's happening at Adanac and within the financial services industry.
Pensions and Divorce
Adanac Financial Services make the divorce process less painful and less costly by working closely with your legal representatives.
Privacy Policy
Information includes Privacy Policy
Private Clients
Clear financial advice, the advice process starts with a free, no obligation consultation at a mutually convenient time and place.
Professional Partners
Adanac develops mutually beneficial relationships with trusted partners from the professional community for the benefit of our respective clients.
Protection Planning
Ensure your family is financially secure if you become seriously ill or die. Life assurance, critical illness and sickness cover is vital.
Retirement Planning
A whole range of pensions, including stakeholder personal, Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSAS).
Services
Providing comprehensive financial advice and tax planning planning in Dorset, Somerset and nearby Devon
Terms of use
Terms of Use of Adanac Financial Services Website, specialist financial advice for Dorset and Somerset.
Treating Customers Fairly
We are committed to providing the highest standard and treating Customers fairly when giving Financial Advice.
Trust Registration
At Adanac we can register your trust with HMRC.
Vacancies
Current vacancies with Adanac Financial Services, based in Yeovil, Somerset.
Who We Advise
Adanac Financial Services recognise that financial advice needs to be clear, precise and of benefit to you.
Yeovil Office
Our Yeovil, Somerset office is based in Adanac House on Manor Road.