About Adanac Financial Services Limited
The firm was created in 2001. We are committed to remaining totally independent and impartial; we are not part of or owned by any financial institution. This commitment and consistency means we’ve earned an excellent reputation that extends across the South-West.
Our Sherborne office is in the beautiful setting of the Abbey Close, next to the Almshouse, overlooking the Abbey. We also have an office in Yeovil, overlooking St John's Church and its grounds.
When selecting an IFA it is important to establish that they are not only authorised but also independent, suitably qualified and experienced. We, at Adanac, are confident that we fit these criteria and more.
We recognise that financial advice needs to be clear, precise and of benefit to you. We understand this advice needs to be delivered in a manner that is easy to
We have five qualified advisers, with specialities in different areas, but all with a comprehensive knowledge of all aspects of financial planning, including:
• Financial Planning Service
• Investments & Savings
• Financial Protection
• Retirement Planning
• Pension Simplification
• Annuities - Open Market Options
• Reviewing Existing Arrangements
• Equity Release
• Long Term Care
• Trusts & Inheritance Tax Planning
• Pensions And Divorce
• Corporate Financial Planning
The advice process starts with a free, no obligation consultation at a mutually convenient time and place. At this initial meeting you get to assess the adviser you will be working with and find out more about Adanac.
For more information please visit our website – www.adanac.biz, give us a call on 01935 815855 or drop into the office and see us.
Adanac Financial Services Limited is authorised and regulated by the Financial Services Authority. FSA Number: 494917