Abode Financial Planning - Cirencester

Overview of Abode Financial Planning

Abode Financial Planning, located at Watermoor Point, Watermoor Rd, Cirencester GL7 1LF, United Kingdom, stands out as a trusted financial planning service tailored to meet individual needs with a focus on financial planning and consultancy. With a dedicated team led by Dan and Emily, the firm prides itself on delivering professional, clear, and personalized advice, complemented by efficient execution support for complex financial scenarios. This approach has garnered significant trust and satisfaction among their clientele, as evidenced by their impressive average opinion of 5/5 on Google My Business after 24 reviews.

Key Features and Accessibility

Abode Financial Planning is not only renowned for its services but also for its commitment to accessibility and customer convenience. Here are some of its standout features:

• Online Appointments: Seamlessly schedule consultations online, fitting your schedule without hassle.
• Accessible Facilities: The office is fully accessible with wheelchair accessible parking, restroom, seating, and gender-neutral restroom options, ensuring a comfortable environment for everyone.
• On-Site Parking: Valet parking services are available, making it convenient for clients to visit.

Contact Information and Services

For those interested in taking the first step towards better financial health, here’s how to get in touch with Abode Financial Planning:

Their specialized services include working as a financial planner and financial consultant, addressing a broad spectrum of financial needs from retirement planning to managing family finances. This versatility ensures that each client receives tailored advice that aligns with their unique goals and circumstances.

Recommendation

If you're searching for a financial advisor who combines professional expertise with a client-centric approach, Abode Financial Planning is an excellent choice. Their dedication to providing comprehensive financial solutions, coupled with their commitment to accessibility and customer satisfaction, makes them a standout in the financial advising field. Don't hesitate to visit their website abodefinancial.co.uk to schedule a consultation or learn more about their services. Their team is ready to help you navigate your financial future with confidence and clarity.

This summary encapsulates the essence of Abode Financial Planning, highlighting their key offerings, accessibility, and the positive feedback they’ve received, all aiming to encourage potential clients to reach out and benefit from their expertise.

👍 Reviews of Abode Financial Planning

Andrew P.

5/5

Dan and Emily at Abode Financial Planning have provided professional, clear and personal advice together with super-efficient execution support on some complex areas of financial planning for our family. I feel confident that my retirement planning and family finances are in safe, reliable hands and would highly recommend Abode as financial advisors.

Jon M.

5/5

Daniel has been our financial adviser for many years and we have been delighted with all his help and advice.
He has taken the time to get to know us and our family and has provided unprecedented support and guidance towards providing us with a safe and secure financial future.
He is someone we trust and we would have no hesitation in recommending him.
Jon & Tina Millar

Anthony B.

5/5

Daniel has looked after our savings and investments over many years. It has been a relief to leave many of our financial problems in his capable hands. He has served us very well indeed. Thank you Daniel.

Tom P.

5/5

Daniel is extremely knowledgeable and easy to work with. He has that rare ability to communicate complex information in a very accessible way. We have been very happy with him and his fabulous team.

Richard L.

5/5

My wife and I have been advised by Daniel Boden for 8 years. His guidance, advice and recommendations have provided us with investment performance to achieve our objective of retirement security and this has now led us to continue a valuable trustworthy relationship at his new venture Abode Financial. The advice has always been well thought out and tailored to our circumstances and objectives and Daniel is ably supported by his team giving a personal and exceptional client service. Innovation such as the introduction of a portal to allow client monitoring of investment performance and an eye on ensuring competitive fee pricing for clients reflects the Abode ethos of working in their clients best interests. Daniel is always available to take a call in the event that questions arise and his friendly yet professional demeanour is reassuring. An annual face to face review meeting not only allows performance to be reviewed but allows different scenarios to be instantly modelled on screen in response to our current circumstances giving confidence that the trajectory for the long term is on track to achieve our objectives. Open discussion and explanations in an easily understandable way allows us to make informed choices with confidence and an appropriate level of knowledge. We have no hesitation recommending Abode Financial.

David T.

5/5

I’ve known and trusted Daniel Boden with my investments since first meeting him in 2017. His advice and response has always been spot on and I’m very enthusiastic about his new company.

Robert W.

5/5

We met with Dan Boden, Abode, for one of our regular meetings, to review performance as well as to seek advice on future options and investment products. Dan has been very helpful in successfully guiding us for about 10 years and ensuring that whilst meeting our objectives and working within our risk parameters, has managed to offer us products that have grown in value as well as attracting lower cost charges. Reassuringly Abode have invested in robust electronic documentation systems which provide portals allowing us to access information in real time. Dan and his team are professional, knowledgeable, approachable and are happy to address concerns as they arise. We have no hesitation in recommending his services.

Sarah P.

5/5

Several years ago when my previous Financial Advisor retired Dan was recommended to me by a family member. From the first meeting I knew with confidence that I could trust Dan to look after my finances because he understood my needs immediately. Since then has always been reassuring about my investments and is always available to answer any queries. During our annual meetings he explains everything very clearly so I am comfortable with what he is doing. I have no hesitation in recommending him.