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.
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 House, Manor Road, Yeovil, Somerset, BA20 1UQ
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.