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Adanac Financial Services Ltd.
       
 
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Adanac Financial Services Ltd.
 
 
Overview: 

Adanac Financial Services Ltd was created in 2001. Its foundations are built on the demand for a firm specialising in dealing with and understanding the needs of solicitors, accountants and their clients.

Since the firm’s inception Adanac has consistently delivered for its professional partners, private clients and business clients in providing quality independent financial advice.

Adanac is committed to remaining totally independent and impartial; we are not part of or owned by any financial institution.

This commitment and consistency means we’ve earned an excellent reputation that extends across the South-West.

Our main office is in the centre of Yeovil, overlooking St John’s Church. We also have an office in Sherborne in the beautiful setting of the Abbey Close, next to the Almshouse, overlooking the Abbey.

Unusually for an IFA practice, our team of consultants, as well as being qualified practitioners providing holistic advice, are specialists in their own field. This includes Pensions & Divorce, Trusts & Inheritance Tax planning, Investments, Pension Simplification, Mortgages and Corporate Financial Planning.

The firm is in the process of gaining the coveted status of “Chartered Financial Planners”. This is key in demonstrating our commitment to providing first class independent financial advice. We will be one of only a handful of firms in the South West, indeed only 100 firms in the UK are Chartered, to achieve this prestigious status.


 
 
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