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  11. Adanac Financial Services Ltd

Adanac Financial Services Ltd

Independent Financial Adviser  Adanac House, Somerset, BA20 1UQ
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FCA authorised
Last authorised 18th October 2021
We are committed to remaining totally independent and impartial; we are not part of or owned by any financial institution
We can advise you on
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Next home / Remortgaging
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Self-employed mortgages
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ISA / Unit Trusts / OEICs
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Investment trusts
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OEICs
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Unit trusts
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Meet our advisers
MR Phil Leigh
Consultant
MR Robert Shire
Consultant
MR Scott Gibbons
Director
MR James Boddey APFS
Chartered Financial Planner
About us

When selecting an IFA it is important to establish that they are authorised, independent, suitably qualified and experienced. We are confident that we fit these criteria and more. We also have the added experience of a Chartered Financial Planner

Adanac is an independent, fee-based advisory practice where clients receive impartial and unbiased advice.

If you are looking to appoint an adviser for your pension, investments or to guide you through a divorce or the complexity of a trust, then contact the team at Adanac.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
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    Face to face

Adanac House, Manor Road, Yeovil, Somerset, BA20 1UQ

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