Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

ADCAS Financial Management Ltd

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

ADCAS Financial Management Ltd

Overview:

Individuals

Life is hectic and for many of us there never seems to be enough time to do everything. The prospect of ensuring that your finances are in order and that you are on track to meet your goals may be a daunting one. With so many choices, and implications to consider Financial Services can seem a very complex area.

Our team of expert advisers and support staff are here to provide a range of tailored services to you ensuring that you get the best “Advice for Life.”

“When can I afford to retire, What if I lose my job, Will the children be ok if I am not around, How can I make my investments work harder ???”

There are many more questions like these you may have. We will build up and full picture of your financial circumstances and establish your short, medium, and long term goals. We will research the whole of the market using our experience and expertise to provide you with Independent Financial Advice to meet these goals.

Buying the wrong financial products at the wrong time can be very costly. By building solid, long-term relationships with our clients we will always strive to squeeze the most value out of your finances whatever stage of life you’re at.
Businesses

Running a business is demanding and time consuming whatever the state of the economy. Remaining efficient and profitable are always key priorities.

We are able to offer Independent Financial Advice to your business in a number of areas that will allow you to focus on these key priorities.

Changes in legislation mean that all employers are going to have to provide and contribute into a Pension for its employees. We will advise you on what you need to do and when.

There may other benefits you offer to employees such as Life Insurance or Income Protection. We will make sure we understand your requirements and then research the whole of the market to find the most suitable solution for your business.

Protecting the business against the sudden loss of a key member of staff or ensuring the remaining partners in your firm are able to continue if you are no longer there.

These are some of the key areas where we can provide expert and impartial advice so that you can get on with running your business.

History:

Alastair Dunn founded A Dunn & Co back in 1992 in an office within Irving Harris & Co Solicitors. As the Solicitors moved and grew so did A Dunn & Co finishing up on Redbank Road in 1998.

In April 2003, ADCAS Financial Management Ltd was established from A Dunn & Co, moving into their own offices in Bispham village. During the next 5 years he merged 5 other small firms of IFA’s into ADCAS and in conjunction with his Accountants Rawcliffe & Co created a new company called Rawcliffe Financial Services Ltd to service their clients. Moving into our current offices in 2010, we set about getting the business ready for the new look that RDR would bring to the Financial Services Industry, and we look forward to a bright future where we will continue to provide Independent Financial Advice to all our clients for many years to come.

Formerly known as: A Dunn & Co

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.