Adanac have earned an excellent reputation that extends across the South-West, attributable to our consistent delivery and commitment to all our clients.
We are committed to remaining totally independent and impartial; we are not part of or owned by any financial institution.
We have two offices, one near the centre of Yeovil, located in Manor Road and the other in Sherborne in the beautiful setting of Abbey Close, next to the Almshouse, overlooking the Abbey.
Our team of consultants, as well as being qualified practitioners providing holistic advice, are specialists in their own field.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - St Johns House, Church Path, Yeovil, BA20 1HE
01935 848764
Business Name
Adanac Financial Services
Services Offered
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