Building Brighter Futures

Meet Abode Financial Planning

Abode Financial Planning is a Chartered independent financial planning firm based in the heart of Cirencester, built around people. Built around you.

We started Abode Financial Planning because we believe financial advice should feel personal, straightforward and built around your life, not around products or sales targets.

Our first job is to listen. Really listen. From there, we create a financial plan that fits your goals, your family, and your life, not a one size fits all template.

Our aim is to be the most trusted financial planning firm for successful professionals and business owners across Cirencester and the Cotswolds.

Our goal is simple: you feel confident about money, freer in your choices, and clear on what you’re building for the people who matter most.

That’s the firm we set out to build, and we’re proud of the work we do here every day.

Who we help

Professionals and business owners who want their finances organised, without the faff

People approaching retirement who want confidence that they'll have enough, and a clear plan for the years ahead

Business owners who need joined up advice across personal and business finances

Those who've sold their business and want a plan for turning business wealth into lasting financial security

Those who want to spend confidently without worrying if plans will be derailed

Chartered and independent.
Why that matters

We’re an independent Chartered Firm of Chartered Financial Planners in Cirencester. That means we commit to high standards of professionalism, ethics and client care, and we always act in your best interests.

Being independent matters more than people realise. Our financial advice starts with you. No ties to a bank, insurer or product provider. We look across the whole market, explain your options in plain English, and every recommendation we make is guided by one thing and one thing only: what’s best for you.

Chartered status reflects our commitment to technical excellence and continuing professional development. Independence means every recommendation is based on what’s right for you, not a restricted panel of providers.

What is CFP^TM?

Awarded through the Chartered Institute of Securities and Investments (CISI), the Certified Financial Planner (CFP™) certification is recognised globally as the gold standard for financial planning professionals. To achieve a CFP designation, advisers must have extensive experience, adhere to a strict code of ethics and pass a level-7 (Masters degree equivalent) assessment.

Continuous Professional Development must be evidenced yearly for the designation to be maintained.

What is a Chartered Financial Planner and FPFS?

Awarded by the Chartered Insurance Institute (CII) which has been entrusted with raising standards in the finance sector since 1912. Chartered status symbolises technical excellence and signifies a public commitment to professional standards.

The Personal Finance Society (PFS) is under the umbrella of the CII. The fellowship, or FPFS, is the highest designation awarded by the PFS. To achieve this, an adviser must be experienced, demonstrate continued technical expertise and adhere to a strict code of ethics.

Why we started Abode Financial Planning

Abode Financial Planning was created to do financial advice differently.

After years of building long term client relationships in Cirencester, Dan saw how often professionals and small business owners felt overwhelmed by one size fits all financial advice. When the direction of his previous firm changed, he chose to build something better: independent financial advice that’s personal, proactive and clear.

We’re a close knit team, and we see that as a strength. We’re experienced enough to handle complex needs, but small enough to give you the time, care and continuity you deserve. You’ll deal with people who know you, understand what matters to you, and keep your plan on track as life changes.

Choosing Abode Financial Planning means building a long term relationship with a trusted financial planning partner. We’ll be there to help you adapt your plan as life changes, so you can continue making confident financial decisions for yourself and your family.

Building Brighter Futures

In this short video, Managing Director Daniel Boden shares the story behind Abode Financial Planning; what drives us, and how we help clients feel more in control of their financial future.

If you leave feeling clearer than when you walked in, we're getting it right.

Daniel Boden, Managing Director

How we work with you

In this video, Emily Whittaker, our Client and Operations Director, walks you through what it’s like to work with us, from the first conversation to putting your plan into action.

Good financial planning isn’t about making one recommendation. It’s about understanding where you are today, where you want to be, and creating a plan that adapts as life changes.

What to expect

Initial conversation

A free relaxed chat to understand what you want life to look like, and what you want your money to do for you.
Clarity and planning

We gather the details, then build a plan that brings everything together. Pensions, investments, tax, protection, and the bigger picture.
Putting the plan in place

We handle the practical steps and keep you updated, so nothing feels overwhelming.
Ongoing support

Life changes. Rules change. Markets change. We stay involved so your plan stays relevant.

Financial planning isn’t a one off event. As your life changes, your plan should change too. That’s why many of our client relationships last for years. We’re here to help you adapt your plan as your goals, circumstances and the financial world evolve.

Why choose us?

Chartered financial advisers

Independent advice across the whole market

Financial planning tailored to your goals

Ongoing reviews as your life changes

Meet the team

Meet the people behind Abode Financial Planning, from Chartered Independent Financial Planners to the client care and operations team who keep everything running smoothly. Together, our team has more than 50 years of experience helping clients prepare for retirement.

None of what we do would be possible without our team in Cirencester. Get to know the people you’ll be working with.

Frequently asked questions

What does it mean to be a Chartered financial planning firm?

Chartered status is awarded by the Chartered Insurance Institute and reflects a commitment to high professional standards, technical knowledge and ethical practice. It shows that we invest in continuing professional development and always put our clients’ interests first.

Why does independent financial advice matter?

Being independent means we’re not tied to a bank, insurer or investment provider. We can consider solutions from across the market, so every recommendation is guided by one thing: what’s right for you.

What happens during your financial planning process?

Everything starts with a conversation. Before we look at the numbers, we want to understand you, what’s important to you and what you want your future to look like. If we decide to work together, we’ll build a personalised financial plan and provide ongoing support as your life, goals and finances change.

Who do you typically work with?

We mainly work with successful professionals and business owners who want clear, long term financial planning. Many are approaching retirement or thinking about the next stage of life and want confidence that they’re making the right financial decisions for themselves and their families.

Who will I be working with?

Daniel is our Chartered Independent Financial Planner and Managing Director, and the person who provides your financial advice. You’ll also get to know Emily, our Operations Director, who helps coordinate meetings, keeps you updated throughout the process and makes sure everything runs smoothly. Together, we aim to give you a personal, consistent experience from your first conversation through to your ongoing reviews.

What makes Abode Financial Planning different?

We believe financial advice should feel personal, straightforward and built on trust. As a small, close knit team, we take the time to understand what’s important to you, explain things in plain English and provide ongoing support. Our aim is simple. To help you feel clearer about your finances and more confident about your future.

Why do clients choose Abode Financial Planning?

Clients choose us because they’re looking for a trusted long term financial planning relationship, not just financial advice. They want someone they can trust to understand their goals, explain things clearly and stay alongside them as life changes. We take the time to get to know you, build a plan around what matters most and provide ongoing support, so you can feel more confident about your financial future.

Our promise to you

Our promise to you

Your personal
financial sidekick

We believe in building strong relationships with our clients. We take the time to understand your unique needs, dreams, and challenges.

Open arms and
open ears

We create a warm and supportive environment where you can freely discuss your goals and concerns. We want you to feel heard and supported throughout the process.

Complex to
crystal clear

We love to simplify the complicated. We break down financial concepts into plain language, ensuring you clearly understand your options.

Ahead of the curve

Our dedication to growth and improvement means we stay ahead of industry trends. We continually enhance our expertise to provide the most up-to-date guidance and strategies.

Our values

Fairness

We believe in fairness and treat people with respect and equality. We are accountable for our actions and protect our clients’ interests.

Integrity

Being honest, reliable, and sticking to our promises. No shortcuts.

Family first

We understand the importance of family and are motivated to create happy, secure homes for our clients and ourselves.

Caring

We are empathetic and passionate about our service. We challenge ourselves to continually improve. Ordinary is not acceptable.

Book a
consultation with
Abode Financial

Let’s start with a simple chat as the first step of your journey to financial freedom.