Adanac Financial Services

Adanac Financial Services is a trusted provider of independent financial advice in Yeovil, Somerset. With over 70 years of combined experience, our team of qualified financial planners are dedicated to offering tailored solutions to meet your individual needs and aspirations.

Our Vision

To empower individuals and businesses to achieve financial clarity, build secure futures, and navigate life's financial challenges with confidence.

Our Values

• Integrity: We uphold the highest ethical standards and prioritize transparency in all our dealings.
• Individuality: We take the time to understand your unique circumstances, goals, and aspirations.
• Sustainability: We advocate for a holistic approach to financial planning that considers both short-term and long-term goals.
• Professionalism: We maintain open communication and deliver clear, concise explanations throughout the process.

For Individuals

• Investments & Savings Planning: Building and managing a comprehensive savings and investment strategy to achieve your financial goals.
• Protection Planning: Ensuring peace of mind through risk management strategies such as life insurance, critical illness cover, and income protection.
• Retirement Planning: Developing a personalized plan for a financially secure retirement.
• General Financial Advice: Tailored guidance on budgeting, debt management, and estate planning.

For Businesses

• Business Financial Planning: Strategies for financial growth, risk mitigation, and succession planning.
• Equity Release Planning: Accessing capital from your existing assets without taking out a traditional loan.
• Long Term Care Planning: Planning for potential care needs in later life.
• Pension Planning: Optimizing your workplace pension plan for maximum benefits.

Who We Advise

Adanac Financial Services works with:

• Private Clients: Individuals seeking personalized financial guidance.
• Business Clients: Businesses of all sizes seeking strategic financial planning.
• Professional Partners: Collaborating with accountants, lawyers, and other professionals.

Our Commitment

At Adanac Financial Services, we are committed to treating our clients fairly, offering clear and concise advice, and building lasting relationships. Our team is dedicated to providing exceptional client service and exceeding your expectations.