Independent Financial Advice for Private and Business Clients

Adanac Financial Services Ltd was created in 2002. Its foundations are built on the demand for a firm that understands and specialises in the needs of solicitors, accountants and their clients, as well as providing high quality independent financial advice for our private and business clients.

Adanac have earned an excellent reputation that extends across the South-West, attributable to our consistent delivery and commitment to all our clients.

We are committed to remaining totally independent and impartial; we are not part of or owned by any financial institution.

We have two offices, one near the centre of Yeovil, located in Manor Road and the other in Sherborne in the beautiful setting of Abbey Close, next to the Almshouse, overlooking the Abbey.

Our team of consultants, as well as being qualified practitioners providing holistic advice, are specialists in their own field.

This includes Pensions & Divorce, Trusts & Inheritance Tax planning, Investments, Pension Simplification, Long Term Care and Corporate Financial Planning.