Adanac Financial Services

Adanac Financial Services is a leading independent financial planning firm based in Yeovil, Somerset. With over 70 years of combined experience, our team of qualified and passionate advisors provide tailored financial guidance to individuals and businesses throughout Somerset, Dorset, and nearby Devon.

Our Expertise

We offer a comprehensive suite of services across diverse financial areas, including:

Investments & Savings Planning

• Personalized investment strategies
• Pension planning and review
• Tax-efficient savings plans
• Inheritance and estate planning

Protection Planning

• Risk assessment and mitigation strategies
• Critical illness and income protection
• Private health insurance

Retirement Planning

• Comprehensive retirement analysis
• Pension consolidation and drawdown strategies
• Flexible retirement planning solutions

General Financial Advice

• Budgeting and expenditure control
• Financial goal setting and prioritization
• Debt management and consolidation

Specific Services

• Equity release planning
• Long-term care planning
• Pension and divorce planning
• Business financial planning and trust registration

Who We Advise

Adanac Financial Services serves two primary groups:

• Private Clients: Individuals seeking individual guidance on their personal finances.
• Business Clients: Small and medium-sized businesses seeking comprehensive financial planning and wealth management solutions.
• Professional Partners: We collaborate with other professionals, such as solicitors and accountants, to provide holistic financial solutions.

Our Approach

At Adanac, we believe in building personalized relationships with our clients. We take the time to understand your individual goals, concerns, and financial situation. We tailor our advice to your unique circumstances and provide clear and transparent explanations every step of the way.

Our Team

Our team of experienced and qualified advisors is led by Sophie Smith, a Chartered Financial Planner with extensive knowledge and expertise in all aspects of financial planning.

Get in Touch

We are committed to providing personalized and accessible financial advice. Contact us today to schedule a consultation and discuss your financial goals with one of our experienced advisors.