Abode Financial Planning - Cirencester

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Introduction to Abode Financial Planning

For individuals and families seeking comprehensive and trustworthy financial guidance, Abode Financial Planning stands as a respected and established firm. Located in the heart of Cirencester, Gloucestershire, Abode offers a personalized approach to financial planning and financial consulting, designed to help clients achieve their long-term goals. They are dedicated to providing clarity and support through complex financial decisions.

Location and Contact Information

Abode Financial Planning is situated at Address: Watermoor Point, Watermoor Rd, Cirencester GL7 1LF, United Kingdom. Clients can easily reach them by telephone at Phone: 1285703060. Their website, Website: abodefinancial.co.uk, provides a wealth of information and allows for convenient online inquiries.

Key Services and Specializations

Abode specializes in assisting clients with a broad spectrum of financial needs. Their core services include:

• Retirement Planning: Helping clients plan for a secure and comfortable retirement.
• Family Finances: Providing advice and strategies for managing family wealth and ensuring financial stability for future generations.
• Investment Planning: Developing tailored investment portfolios aligned with individual risk tolerance and goals.
• Financial Consulting: Offering expert guidance on a wide range of financial matters.

Accessibility and Amenities

Abode Financial Planning is committed to providing a welcoming and accessible environment for all clients. The facility boasts:

• Wheelchair-accessible car park
• Wheelchair-accessible seating
• Wheelchair-accessible toilet
• Gender-neutral toilets
• Standard toilets
• On-site parking

Furthermore, they offer the convenience of online appointments, allowing clients to connect with advisors remotely.

Client Feedback and Reputation

Abode Financial Planning consistently receives high praise from its clients, as evidenced by its impressive Average opinion: 5/5 rating on Google My Business, based on 25 reviews. The feedback suggests a commitment to delivering professional, clear, and personal advice, coupled with efficient execution support, particularly when dealing with intricate financial circumstances. It appears the firm prioritizes building strong, trusting relationships with its clients.

Concluding Recommendation

Based on the available information, Abode Financial Planning presents itself as a reliable and client-focused firm. Their dedication to accessibility, combined with their specialized expertise and positive client testimonials, makes them an excellent choice for anyone seeking expert guidance in navigating their financial future. We strongly encourage potential clients to explore their services further and contact them directly through their website: abodefinancial.co.uk. Taking the first step towards securing your financial wellbeing starts with a consultation.

👍 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.

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.

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.

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.