Adanac Financial Services Ltd
Adanac Financial Services Ltd was created in 2002. Its foundations are built on the demand for a firm that understands and specialises in the needs of solicitors, accountants and their clients, as well as providing high quality independent financial advice for our private and business clients. 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. Our office is based near the centre of Yeovil. 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, Long Term Care, Mortgages and Corporate Financial Planning.
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LinkedIn employees
9
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- SG
Scott Gibbons
Director · General Business & Management
EmailPhone - LP
Lauren Potter
Ifa Support Executive · Customer/Client Service
EmailPhone - MG
Mary Gibbons
Ifa Support Executive · Customer/Client Service
EmailPhone - MH
Matt Helyar
Chartered Financial Planner · Finance & Accounting
EmailPhone - VW
Victoria Womack
Practice Manager · Operations
EmailPhone
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Top roles at Adanac Financial Services Ltd
5 distinct titles indexed · top 5 shown.
- 2ifa support executive
- 1chartered financial adviser
- 1chartered financial planner
- 1director
- 1practice manager
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