Adanac Financial Services Ltd

Independent Financial Adviser  Adanac House, Somerset, BA20 1UQ
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
Building your home
Buy my next home
Buy to let
Buying commercial property
Buying first home
Equity release
Next home / Remortgaging
Self-employed mortgages
ISA / Unit Trusts / OEICs
Investment trusts
Unit trusts
Group Pension/Stakeholder
Group Protection/Life Insurance
Long term care
Meet our advisers
MR Phil Leigh
MR Robert Shire
MR Scott Gibbons
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)
Minimum pension value
Minimum mortgage value
Advice methods
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    Online (Live chat, video, email)
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    Face to face

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

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