We will listen to you, assess your needs and provide bespoke financial advice that suits your particular circumstances. Between them, our advisers have over 70 Years' experience of providing quality financial advice. We provide advice to our private clients, business clients as well as to our professional partners.
Services
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.
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.
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 that we fit these criteria and more.
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.
We are confident that we fit these criteria and more.
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.
Taking the time to get to know you, your existing financial situation and your lifetime aspirations, and developing that understanding into a long-term relationship.
Preparing for the unexpected, whether that be through taking precautionary measures such as life assurance, or adding diversification to a portfolio, or protecting your estate so that it can be passed on to your descendants.
Ensuring that you always get the best deal, that your investments/pensions are working hard to ensure a prosperous future, and that you are acting in as tax-efficient a manner as possible.
Preparing for the unexpected, whether that be through taking precautionary measures such as life assurance, or adding diversification to a portfolio, or protecting your estate so that it can be passed on to your descendants.
Ensuring that you always get the best deal, that your investments/pensions are working hard to ensure a prosperous future, and that you are acting in as tax-efficient a manner as possible.
We cover all types of investments from savings accounts to large share portfolios.
We first look at what you have and what you are trying to achieve.
We try to ensure that matters are simplified and then managed on an on-going regular basis, always working in your best interests.
Remember that the value of investments, or income from them, may go down as well as up.
The levels and bases of taxation as well as reliefs from taxation are subject to change as UK legislation and regulations and the UK tax regime are amended from time to time; and any content on this site referring to such legislation, regulations or tax regime may not take recent changes into account.
We first look at what you have and what you are trying to achieve.
We try to ensure that matters are simplified and then managed on an on-going regular basis, always working in your best interests.
Remember that the value of investments, or income from them, may go down as well as up.
The levels and bases of taxation as well as reliefs from taxation are subject to change as UK legislation and regulations and the UK tax regime are amended from time to time; and any content on this site referring to such legislation, regulations or tax regime may not take recent changes into account.
We all want to ensure that our families are financially secure if we become seriously ill or die.
This is where life assurance, critical illness and sickness cover come into play.
They provide either a lump sum payment on death, or a lump sum or regular income if you become seriously ill.
With so many factors to be considered and so much choice available, making a decision can seem overwhelming.
Adanac can guide you in selecting the most appropriate protection for you and your family.
What will happen if I was diagnosed with a serious illness (for example cancer or a stroke)?
This is where life assurance, critical illness and sickness cover come into play.
They provide either a lump sum payment on death, or a lump sum or regular income if you become seriously ill.
With so many factors to be considered and so much choice available, making a decision can seem overwhelming.
Adanac can guide you in selecting the most appropriate protection for you and your family.
What will happen if I was diagnosed with a serious illness (for example cancer or a stroke)?
Reviews
Be the first to review Adanac Financial Services.
Write a Review
