Business Details
24 Years
experience
Your Trusted Financial Advisers in Yeovil
Adanac Financial Services has been providing independent financial advice since 2002, built on a foundation of understanding the needs of solicitors, accountants, and their clients. Our team of qualified consultants combines over 70 years of collective experience to deliver holistic financial planning tailored to individual and business clients. We specialise in retirement planning, family protection, equity release, long-term care, and business financial strategies, maintaining impartiality as we are not affiliated with any financial institution. Our Yeovil-based office serves Somerset, Dorset, and nearby Devon, offering pre-bookable parking for client convenience.We prioritise long-term relationships, focusing on wealth preservation, enhancement, and comprehensive financial planning. Our commitment to quality is reflected in our FCA authorisation and reputation across the South-West. We provide bespoke advice, ensuring clients receive tax-efficient solutions aligned with their lifetime aspirations. Our services include pension simplification, mortgage capacity reports, and specialist support for divorce-related financial planning. With a focus on client education and transparency, we aim to alleviate financial concerns while maintaining rigorous compliance standards.
Services
Retirement Planning
Family Protection
Equity Release
Business Financial Planning
Pensions and Divorce
Long Term Care Planning
Investment Management
Mortgage Protection
Income Protection
Tax Efficiency Strategies
Details
- Year established: 2002
Highlights and features
- Over 70 years of combined experience in financial advisory services
- Independent and impartial advice with no institutional affiliations
- Specialist expertise in trusts, pensions, and divorce-related financial planning
- Local presence serving Somerset, Dorset, and Devon communities
- FCA-authorised firm maintaining rigorous compliance standards
Associations and certifications
- Financial Conduct Authority
Services
Retirement Planning
We provide comprehensive retirement planning services including stakeholder pensions, SIPPs, and annuity options. Our specialists review existing arrangements to maximise income potential while ensuring tax efficiency. With regular reviews and market analysis, we help clients achieve their desired retirement lifestyle through strategic pension consolidation and investment management.
Family Protection
Our family protection services include life cover, critical illness insurance, and income protection. We assess individual needs to recommend appropriate safeguards against financial hardship from unexpected events. Through tailored solutions like mortgage protection and loan cover, we ensure families maintain financial security during challenging times while considering tax implications and inheritance planning.
Equity Release
We offer equity release planning for homeowners seeking tax-free cash while retaining property occupation. Our advisers explain lifetime mortgages and home reversion plans, highlighting inheritance implications and benefit entitlement impacts. We provide personalised illustrations to help clients understand long-term financial consequences and alternative care funding strategies.
Business Financial Planning
Our business financial planning covers employer obligations, shareholder protection, and employee benefits. We advise on auto-enrolment pensions, key person cover, and private medical insurance while considering Pensions Regulator requirements. Our solutions help business owners optimise financial strategies aligned with company growth objectives and succession planning needs.
Pensions and Divorce
Specialist pensions and divorce advice includes collaborative law support and mortgage capacity assessments. Our Chartered Financial Planner works with legal teams to ensure fair pension division during divorce proceedings. We provide Resolution-compliant reports and neutral party mediation to minimise conflict while protecting clients' financial interests in marital settlements.
People
Sophie Smith
Pensions & Divorce Specialist
Chartered Financial Planner with specialist expertise in pensions and divorce financial planning. Member of Resolution, providing collaborative law support and mortgage capacity assessments for clients in marital settlements.
Questions
What financial services do you offer?
We provide retirement planning, family protection, equity release, business financial planning, pensions and divorce advice, investment management, and tax efficiency strategies.
Which areas do you cover?
Our Yeovil office serves clients across Somerset, Dorset, and nearby Devon with pre-bookable parking available for visiting clients.
How experienced are your advisers?
Our team has over 70 years combined experience, including specialist qualifications in pensions, divorce finance, and tax-efficient planning strategies.
How do I arrange a consultation?
Contact us via phone at 01935 848764 or through our website contact form to schedule an initial consultation at our Yeovil office.
Are you regulated by any official body?
Yes, we are directly authorised and regulated by the Financial Conduct Authority (reference 494917) and maintain full compliance with industry standards.
What makes you different from other advisers?
We combine specialist expertise in legal financial planning with impartial advice, operating independently without institutional affiliations to prioritise client interests.
