Adanac Financial Services Ltd

Independent Financial Adviser Adanac House, Manor Road, Yeovil, Somerset, BA20 1UQ
FCA verified
19th August 2019
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
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Next home / Remortgaging
    • Self-employed mortgages
    • ISAs
    • Investment trusts
    • OEICs
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
James Boddey APFS
Chartered Financial Planner
Scott Gibbons
Robert Shire
Phil Leigh
Where to find us

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

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.

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

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