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Yeovil: 01935 848764 
Sherborne: 01935 815855 

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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).

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.

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.

Mortgage Capability and Divorce

Financial planning for Mortgage Capability and Divorce

Mortgage Planning

All types of mortgage advice and planning, residential, including Homeowner, Commercial, Buy To Let, Re-Mortgage, Credit impaired and Home movers

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

Sherborne Office

Our Sherborne, Dorset office is based in the beautiful setting of the Abbey Close, next to the Almshouse, overlooking the Abbey.

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.

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.

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