Adanac Financial Services Ltd
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Mortgages
- Buy to let
- Commercial for individuals
- Equity release
- First time buyers
- Home reversion
- Remortgage
- Residential
- Self build
- Self employed
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Investments
- Investment trusts
- ISAs
- OEICs
- Unit trusts
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Insurance & protection
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Business
- Group pensions
- Group protection
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Long term care
- Long term care
Adanac House, Manor Road, Yeovil, Somerset, BA20 1UQ
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.
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