We have been trusted by our clients to deliver high quality financial advice for over 30 years. We take the time to get to know you and understand your situation, creating a plan specific to you. We understand the twin challenges of managing your business and personal finances, and that the two are inextricably linked. Our expertise and experience allows us to focus on the integration of personal and corporate financial planning to meet your individual goals. The senior executives we work with have very specific financial challenges.
Services
Great advice, flexible on times and locations, clear documented advice and proved it was independent and with our best interests. We feel well set up and clear on future plans to support unexpected events, our children and retirement. Peter and the team at Adcock Financial took time to understand my position and what I was trying to achieve.
Top rated: All of our advisors have been included in VouchedFor's 2022 guide to Top rated financial advisers. Chartered: Both Peter and Andrew are Chartered Financial Planners, with Becky studying towards this qualification. This demonstrates their commitment to high standards. High scoring: All of our advisors have VouchedFor ratings of 4.9/5 or above, which reflects their commitment to delivering great advice and client service.
We understand the twin challenges of managing your business and personal finances, and that the two are inextricably linked. Our expertise and experience, allows us to focus on the integration of personal and corporate financial planning to meet your individual goals. We also know that your time is precious and you need to see a clear benefit from taking financial advice.
In the years leading up to retirement, expert advice is vital, to ensure the money you have put aside will provide you with the retirement you always planned. Ideally, we start working with clients 5 - 10 years from their planned retirement date. The introduction of Pensions Freedom makes this 'run in' to retirement even more important, so that you can benefit from the new rules, whilst avoiding the many pitfalls. We understand the challenges you face and that you probably have a picture in your mind of what retirement looks like.
Reviews (6)
Sue Cam
Nov 11, 2021
Alagappan Chidambaram
Apr 16, 2021
Adcock Financial Limited have been giving us financial advice and planning for nearly two decades. We always felt comfortable seeking advice from them as they act professionally and their advice are tailored to our individual needs and aspirations based on our circumstances and risk profile. Their advice has been valuable to us throughout. They are a team of friendly, reliable professionals led by Peter and Lisa.
Independent financial advice from a reliable and trustworthy advisers is invaluable at any time but more so during periods of uncertainty such as the current coronavirus pandemic crisis. We are happy with their service and I would recommend to anyone who is thinking of seeking independent financial advice.
Independent financial advice from a reliable and trustworthy advisers is invaluable at any time but more so during periods of uncertainty such as the current coronavirus pandemic crisis. We are happy with their service and I would recommend to anyone who is thinking of seeking independent financial advice.
Santhi Chidambaram
Nov 02, 2020
Lynne Morley
Nov 02, 2020
The Yardstick Agency
Apr 09, 2020
John Beavans
Feb 22, 2020
