Business Details
24 Years
experience
Trusted Independent Financial Advisers in Yeovil
Established in 2002, Adanac Financial Services has built a reputation for delivering independent financial advice tailored to private clients, businesses, and professional partners. Our team combines over 70 years of collective experience, specialising in areas such as pensions, equity release, and long-term care planning. We operate with a commitment to impartiality, ensuring our recommendations prioritise client needs over product sales. Our Yeovil-based office serves Somerset, Dorset, and nearby Devon, offering a holistic approach to financial planning. We focus on building long-term relationships, regularly reviewing clients' financial goals to adapt to changing circumstances.Our consultants are qualified practitioners with expertise in trusts, inheritance tax, and corporate financial planning. We maintain direct authorisation from the Financial Conduct Authority, adhering to rigorous regulatory standards. Our services are designed to simplify complex financial decisions, providing peace of mind through comprehensive wealth preservation and enhancement strategies. We prioritise transparency, clearly communicating fees and risks associated with our services. Our dedication to quality has earned us recognition from clients and professional networks across the South-West.
Services
Retirement Planning
Family Protection
Equity Release
Long Term Care
Pensions & Divorce
Business Financial Planning
Investments & Savings
Details
- Year established: 2002
Highlights and features
- We have over 70 years of combined experience in financial advisory services.
- Our team is directly regulated by the Financial Conduct Authority.
- We offer impartial advice, prioritising client needs over product sales.
- We specialise in complex areas like trusts, inheritance tax, and corporate planning.
- Our holistic approach ensures regular reviews of financial strategies.
Associations and certifications
- Financial Conduct Authority
Services
Retirement Planning
We provide comprehensive retirement planning, including stakeholder pensions, SIPPs, and annuity reviews. Our approach ensures clients maximise income while navigating complex pension consolidations. Regular reviews help avoid unexpected shortfalls during retirement.
Family Protection
Our family protection services cover life cover, critical illness insurance, and income protection. We tailor policies to safeguard families financially against unforeseen events, ensuring emotional and financial stability during crises.
Equity Release
We advise on lifetime mortgages and home reversion plans, enabling clients to release tax-free cash while remaining in their homes. We explain risks, inheritance implications, and eligibility for state benefits.
Long Term Care
Our long-term care planning includes annuities and estate protection strategies. We help clients prepare for care home costs or home-based care, ensuring financial security for families facing elderly care challenges.
Business Financial Planning
We offer business financial planning covering auto-enrolment, key person cover, and employee benefits. Our services help businesses meet obligations while optimising financial strategies aligned with employer and shareholder goals.
People
Sophie Smith
Chartered Financial Planner
Sophie Smith specialises in pensions and divorce, working collaboratively with legal teams. She adheres to Resolution's code of practice and provides neutral financial guidance during divorce proceedings.
Questions
What areas do you cover?
We provide financial advice across Somerset, Dorset, and nearby Devon from our Yeovil office.
Are you regulated by the FCA?
Yes, Adanac Financial Services is directly authorised and regulated by the Financial Conduct Authority.
Do you offer equity release advice?
We provide detailed equity release guidance, explaining lifetime mortgages and home reversion plans with their associated risks.
Can you help with pension consolidations?
Yes, we review and advise on consolidating multiple pensions to simplify management and optimise retirement income.
Do you charge fees for services?
Fees apply for our services. Contact us for specific pricing details and personalised illustrations.
