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Advice on pensions, divorce, trusts, inheritance tax, investments, pension simplification, long term care, mortgages and corporate financial planning.
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.
Adanac Financial Services provide financial advice for business clients in Dorset, Somerset and nearby Devon
Financial planning for businesses is about far more than arranging pensions and employee benefits, planning opportunities available within the business.
Chartered Financial Planners based in Somerset and Dorset, granted by the Chartered Insurance Institute (CII).
Complaints procedure for Adanac Financial Services
Adanac Financial Services operates from offices at Manor Road, Yeovil, Somerset and Abbey Close, Sherborne, Dorset.
Financial advice regarding equity release, including lifetime mortgages and home reversion plans in Dorset, Somerset and nearby Devon
Images from events attended by Adanac Financial Services, see what we have been doing.
Adanac Financial Services provides independent, specialist financial advice in Dorset, Somerset and nearby Devon
Adanac covers all types of investments from savings accounts to large share portfolios in Dorset, Somerset and nearby Devon.
Protecting your family against the costs of old-age long term care, care annuities, Investing for income, arrangements for your home and State entitlements
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.
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.
Adanac Financial Services make the divorce process less painful and less costly by working closely with your legal representatives.
Clear financial advice, the advice process starts with a free, no obligation consultation at a mutually convenient time and place.
Adanac develops mutually beneficial relationships with trusted partners from the professional community for the benefit of our respective clients.
Ensure your family is financially secure if you become seriously ill or die. Life assurance, critical illness and sickness cover is vital.
A whole range of pensions, including stakeholder personal, Self-Invested Personal Pensions (SIPPs) and Small Self-Administered Schemes (SSAS).
Providing comprehensive financial advice and tax planning planning in Dorset, Somerset and nearby Devon
Our Sherborne, Dorset office is based in the beautiful setting of the Abbey Close, next to the Almshouse, overlooking the Abbey.
We are committed to providing the highest standard and treating Customers fairly when giving Financial Advice.
Current vacancies with Adanac Financial Services, based in Yeovil, Somerset.
Adanac Financial Services recognise that financial advice needs to be clear, precise and of benefit to you.
Our Yeovil, Somerset office is based in Adanac House on Manor Road.