Posted on Google
Vicki O'ConnellTrustindex verifies that the original source of the review is Google.
It’s really clear Dan has great knowledge and expertise around pensions and we had a great thought provoking conversation. I left the meeting with a much clearer idea of what my pension next steps should be. I’d thoroughly recommend Abode Financial planning.Posted on Google
Tony JudgeDaniel 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.Posted on Google
Jason UBeen 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 ....Posted on Google
Cheryl SeniorHaving 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.Posted on Google
Olly SmithI 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 👍Posted on Google
Laura Marriott-SmithDan 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.Posted on Google
Hugh WatsonDan has looked after my pension for four years and provides an excellent service.Posted on Google
AJBDaniel has a much appreciated ability to listen to and understand his clients. He grasps every detail and nuance and is able to translate the personal circumstances into the appropriate strategy for the situation and person. He is excellent at explaining concepts. Both Daniel and Emily are very personable and have have impeccable attention to detail, spoken and otherwise. They are understanding and empathetic. And proactive and prompt to perfection.Posted on Google
Charlie CooperI’ve been working with Dan and his team for a few years now and I really can’t recommend them enough. The guidance and support they’ve provided from the very beginning has given me so much confidence in my financial future and peace of mind knowing I’m on the right track, especially with a young family. I’ve also learned a lot along the way which is a bonus! We always look forward to our meetings with Dan and come away feeling empowered and excited for our future.Posted on Google
DavidA thorough and comprehensive service from Emily and Daniel. They listened to our needs and met them fully. All that with friendly faces and a strong human touch.
