What We Do

Adcas Financial Management offer a comprehensive independent financial planning service for all your investment and protection needs.


We provide advice on the following areas of financial planning:


Retirement Planning – ensuring that your retirement goals are achieved. Our services range from commencing a new pension plan, reviewing existing arrangements or offering advice regarding income in retirement and how to make the most of your individual tax circumstances.

Investment Planning – ensuring that your money is invested in appropriate investment products aligned to your expectations of return required and attitude to investment risk. 

Life, Critical illness and Income Protection – ensuring both you and your family are able to cope in the event of your death or earlier diagnosis of a critical illness or long-term sickness.


Business Protection & Corporate Investment Planning - as a business owner have you considered the impact on your business and its staff should you fall ill or the worst happen to you? Our services include providing protection solutions and utilising the tax advantages provided to Company Directors for such products.


Mortgages & Equity Release - we will help you find the most suitable mortgage and product for you by working alongside our colleagues at Mortgage Options

Tax Planning - ensuring that your individual tax circumstances are reviewed and providing advice to mitigate or reduce any Inheritance Tax liability and ensuring that your legacy remains intact for future generations.