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.
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.
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.
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.
We focus on long term relationships with our clients, integrating all aspects of your finances - whether business or personal. This approach enables us to give you relevant and timely advice aboutmoney. We will always have your best interests at heart. We are on your side and will help you make the most of the wealth you have or are creating.
At King's Court, we provide independent, fee-based advice in Financial Planning and Asset Management - for individuals and organisations. We offer a highly personalised service, driven by yourindividual goals and circumstances. Taking time to listen and get to know you personally, we can better understand your objectives, values, concerns and constraints. We then apply straightforward financial principles to structure your affairs to support your short, medium and long term life goals.
Most financial advisers are generalists. We find our clients like to deal with specialists. Accredited by organizations such as the Society of Pension Consultants, you'll get timely, expert help andsupport. 100% of our advice is independently pre-checked by our external compliance partner, Caerus. This means you can be 100% confident that our advice is not just suitable, it's best advice. Clients tell us that this is a real confidence booster.
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family andfor businesses of all sizes. YOU are the focus of our business: You, your life, your family, your future. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs.