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 JudgeTrustindex verifies that the original source of the review is Google. 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.Posted on Google Jason UTrustindex verifies that the original source of the review is Google. 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 ....Posted on Google Cheryl SeniorTrustindex verifies that the original source of the review is Google. 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.Posted on Google Olly SmithTrustindex verifies that the original source of the review is Google. 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 👍Posted on Google Laura Marriott-SmithTrustindex verifies that the original source of the review is Google. 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.Posted on Google Hugh WatsonTrustindex verifies that the original source of the review is Google. Dan has looked after my pension for four years and provides an excellent service.Posted on Google AJBTrustindex verifies that the original source of the review is Google. Daniel 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 CooperTrustindex verifies that the original source of the review is Google. I’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 DavidTrustindex verifies that the original source of the review is Google. A 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.
At Abode Financial Planning in Cirencester, we help our clients feel secure and confident about their financial future.
Financial planning balances living for today, safe in the knowledge that tomorrow is secure. Together, we take the time to figure out what is important to you and how much is ‘enough’.
We closely examine your finances and investments and provide an objective opinion of how you are doing and tailored steps to help meet your financial planning and wealth management goals through retirement and beyond.
At Abode Financial Planning, we believe that effective financial planning is about more than just numbers—it’s about clarity, confidence, and achieving your life goals.
Here are four key benefits of financial planning and how we help our clients enjoy peace of mind and financial security.
Financial planning helps you define and prioritise your life goals, whether retiring early, funding your children’s education, or starting a business.
By mapping out a tailored financial plan, you’ll have a clear sense of direction and purpose for your finances.
At Abode Financial Planning, we work closely with you to identify what truly matters and create strategies to get you there.
Life is full of surprises, but a robust financial plan ensures you’re prepared for the unexpected. From building an emergency fund to planning for long-term care, we’ll help you create a safety net, giving you confidence that your family is protected.
Through tax-efficient strategies, investment management, and proper budgeting, financial planning can help you grow and preserve your wealth.
Our expertise ensures you take advantage of opportunities to reduce tax liabilities, grow your portfolio, and secure your financial future.
Your financial needs will evolve over time.
Whether navigating career changes, family milestones, or unexpected events, a personalised financial plan ensures you’re always on track.
Abode Financial Planning’s ongoing support means your financial plan stays relevant, so you’re never left guessing.
We take a holistic approach to financial planning, aligning your goals, values, and finances into one seamless plan. From retirement planning and investments, to tax efficiency and estate planning, we ensure every decision works together to secure your future and support the life you want to live.
Our expert team will guide you through complex decisions, offering clear, jargon-free advice that empowers you to take control of your finances.
Take the first step towards shaping a solid financial future with us by your side.
At Abode Financial Planning, we specialise in financial advice for successful professionals and business owners in Cirencester and beyond, who want clear, actionable advice. Here’s why you should choose us to work together.
We value integrity and provide straightforward, jargon-free advice, ensuring you fully understand your financial planning options.
We take the time to understand your personal circumstances and financial goals, offering bespoke financial planning advice in CIrencester that fits your needs.
From initial financial planning to ongoing wealth management, we are with you every step of the way, providing regular reviews and updates to keep your plan on track.
We’ve been helping people in Cirencester and beyond with their financial planning for over a decade. As Independent financial advisers, we have a deep understanding of the financial planning landscape and the latest regulations.
Plain language and easy-to-understand financial planning tools, all underpinned by the Abode Financial Planning’s personal client focus.
Abode Financial Planning in Cirencester is built around people. Our first focus is on actively listening so that we can create a financial plan to deliver your financial future.
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 JudgeTrustindex verifies that the original source of the review is Google. 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.Posted on Google Jason UTrustindex verifies that the original source of the review is Google. 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 ....Posted on Google Cheryl SeniorTrustindex verifies that the original source of the review is Google. 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.Posted on Google Olly SmithTrustindex verifies that the original source of the review is Google. 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 👍Posted on Google Laura Marriott-SmithTrustindex verifies that the original source of the review is Google. 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.Posted on Google Hugh WatsonTrustindex verifies that the original source of the review is Google. Dan has looked after my pension for four years and provides an excellent service.Posted on Google AJBTrustindex verifies that the original source of the review is Google. Daniel 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 CooperTrustindex verifies that the original source of the review is Google. I’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 DavidTrustindex verifies that the original source of the review is Google. A 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.
Here we explore if we are the right fit and can add value to your situation.
We meet (ideally) in person or on a video call and discuss your objectives, concerns, and priorities. We only move forward when we have really understood your situation.
The numbers have been crunched and, together, we discuss your financial future. You can expect clarity and a comprehensive strategy.
We take action to put your plans into place. We liaise with your pension and investment providers, to make the process simple for you and keep you informed along the way.
We meet at least once a year to review your situation and keep your plans on track. We are always on hand for anything in between.
Financial planning involves creating a comprehensive strategy to manage your finances, helping you achieve your life goals and secure your financial future.
It’s beneficial to start financial planning as early as possible to take advantage of compound growth and establish good financial habits.
Look for advisers who are independent, have relevant qualifications, and are registered with the Financial Conduct Authority (FCA). Certified Financial Planners (CFP™) are recognised as the gold standard.
Financial planning assists in setting retirement goals, determining how much to save, and choosing appropriate investment strategies to ensure a comfortable retirement.
Independent financial advisors can recommend products from across the market, while restricted advisors may offer a limited range of products or providers.
It’s advisable to review your financial plan at least annually or when significant life events occur to ensure it remains aligned with your financial goals.
Yes! Effective financial planning can identify tax-efficient strategies to minimise liabilities, such as utilising ISAs, pensions, inheritance tax, and other allowances
Contact your financial advisor to reassess and adjust your financial plan to accommodate changes and maintain financial stability.
Let’s start with a simple chat as the first step of your journey to financial freedom.
How we keep this page current: We review this guide at least every six months, or sooner after pension, tax...
Read moreAt a glance A retirement ready business owner has a clear exit route, personal wealth outside the business and a...
Read moreAt a glance Inheritance Tax is usually charged at 40% on the part of your estate above your available allowances. The main...
Read more