Abode Financial Planning

Abode Financial Planning
Abode Financial Planning

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Watermoor Point, Watermoor Rd, Cirencester GL7 1LF, UK

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5
37 reviews
  • Tony Judge

    Daniel and his team were a pleasure to work with as they guided us through our investment and other financial planning decisions. We particularly appreciated the time Daniel took to understand our circumstances before offering solutions tailored to our needs.

  • Jason U

    Been working with Abode for some 18 months and they are great. Amazing customer service and client interaction, always putting the customer first. The focus is on customer needs, listening to concerns, ideas and financial priorities. Couldn’t recommend Adode enough ….

  • Cheryl Senior

    Having initially used Daniel for pension advice, we decided that his knowledge and expertise was useful input into all our investment decisions. Abode provide excellent advice and access to first class investments. This gives us both peace of mind that we’re making good investment decisions along with personal service tailored to our needs. Our regular meetings are an opportunity to ensure our investment strategy continues to suit our circumstances and we use Dan as a sounding board for ideas. We really value the Abode team’s input.

  • Olly Smith

    I had an excellent experience with Abode Financial Planning, working closely with Dan. His knowledge and expertise were outstanding, especially given the complex situation I found myself in. Dan made everything feel manageable and took the time to put me at ease throughout the entire process.

    He is incredibly approachable, professional, and genuinely committed to understanding not just the issue at hand, but my wider goals as well. I felt fully supported and confident in every step we took.

    I would highly recommend Dan and Abode Financial Planning, and I look forward to continuing our ongoing financial journey with him for myself and my family. – Thank you to Dan and the Abode team 👍

  • Laura Marriott-Smith

    Dan at Abode is both incredibly approachable but also very knowledgeable and professional.
    For someone who doesn’t easily understand the topic of finances, he makes it easy to follow and always without judgement.
    I would be 100% happy to recommend Abode to anybody.

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