Abode Financial Planning - Cirencester

Abode Financial Planning is a financial advisory company located at Watermoor Point, Watermoor Rd, Cirencester GL7 1LF, United Kingdom. They can be reached at 1285703060. Their website, abodefinancial.co.uk, provides information about their services and team.

Abode Financial Planning specializes in financial planning and consulting. Their team of experts helps individuals and businesses make informed decisions about their financial future. Whether you're planning for retirement, saving for a child's education, or looking to invest, Abode Financial Planning can provide personalized advice and solutions.

One of the key features of Abode Financial Planning is their commitment to accessibility. They offer wheelchair accessible parking, restrooms, and seating, making it easy for everyone to access their services. Additionally, they offer online appointments, providing flexibility and convenience for their clients.

According to Google My Business, Abode Financial Planning has received 20 reviews with an average rating of 5/5. This is a testament to their dedication to providing exceptional service and advice.

If you're looking for a financial planner or consultant, Abode Financial Planning is an excellent choice. Their expertise, accessibility, and commitment to client satisfaction make them a standout in the industry.

Reviews of Abode Financial Planning

Richard Lodge

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.

Anthony Bellamy

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.

Robert Webster

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.

Tom Purcell

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 Webster

5/5

I have worked with Dan as my investment consultant for many tears now and he is ever the professional. My portfolio has increased in value beyond my expectations. I would recommend his services unreservedly.

Leigh Share

5/5

Abode Financial Planning are knowledgeable, attentive, and always put my financial well-being first. Their personalised advice and clear communication have greatly improved my financial strategy. A top-notch service!

Sarah Rowan

5/5

Abode have been extremely professional and great to work with. Dan goes above and beyond to understand his clients goals, aspirations and appetite and gives advice that really works for us. Thank you!

James Tighe

5/5

Very professional and friendly team, whom I felt went above and beyond for me.
They set me up with a plan, that’s greatly improved my personal and business finances.
I would highly recommend Abode, thanks guys.