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, aswell 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.
Old Mill is an award winning business success story. Formed by a buyout in 2006 the practice has more than doubled in size since then through organic growth. We now have four offices across the WestCountry in Yeovil, Wells, Exeter and Melksham and look after over 5,000 private and business clients. We have 250 highly trained and qualified staff offering service at the highest level.
Historically we have tended to see our clients in their own homes. This has been seen as a great benefit, as it provides for a more relaxing environment and one where all necessary informationrequired for the advice process can easily be found. Alternatively we would be happy to see clients at their place of work, this has often suited Teachers and Lecturers in the past or arrange another suitable meeting place.
My new app is now available to help you manage your expenses and track your business mileage. I offer a free one hour financial health check meeting in Wells, or remotely via Skype or Facetime. It isdesigned to give you some immediate pointers to changes you can make so your business finances are healthier.
Welcome to Pennywise's website, designed to give you an overview of the services we are able to offer. We can advise you across a range of financial subjects including Investments, Pensions,Mortgages, Personal and Business Protection Insurance and Wealth Management. Our offices are based in Weymouth and Dorchester, both with a High Street presence and easy parking nearby.
We understand that you need a bespoke financial planning service. We offer a friendly, personal financial planning service provided by qualified 'Financial Advisers'. Your financial affairs will bepro-actively and professionally managed. You will have access to our expertise and external specialists where required. You will have face to face meetings with advisers and where necessary external specialists. All of your financial needs will be met with this bespoke service.
At Moorbridge we provide professional independent financial advice where our emphasis is on clarity, integrity and client care. Being an independent firm means that we can advise on products from thewhole of the financial market and are not restricted by ties to a limited number of companies and their products. We have more than eighteen years' experience in the professional IFA environment. Our background in farming and the rural community makes us a truly unique local firm.
First established in 1987, Greenfields became a Company in 2001 and is comprised of a small team of highly experienced financial management professionals. Each member of the team adds to the strengthand breadth of our business and enhances our ability to provide holistic, tailor-made financial advice to our clients. Primarily fee-based and able to provide lifetime financial planning. Greenfields has been built by recommendation and reputation.
The partners background of many years experience working for banks and building societies within Personal Financial Services gave them an intimate knowledge of this sector and an unshakeableconviction that customers should be offered professional advice for the products and services we offer.
Asar Consulting Ltd. provides quality Bookkeeping, Accountancy, Financial Consultancy and Payroll Services throughout Dorset and can also serve certain areas of neighbouring counties of Somerset,Wiltshire and Hampshire. Our consultants are experienced in all areas of the bookkeeping and accounting industry and provide advice on many matters including year end procedures, account preparation and management of income and expenditure.