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. We expect you’ll have some concerns and that’s just fine. We’ll take all the time we need to take care of those too.
We’re a close-knit team in Cirencester who look for a great fit with our clients. We’re about long-term partnerships and want nothing more than to see you reach your financial planning goals, living the life you’ve worked for.
We’re experienced wealth management professionals using our financial advice expertise along with the latest technology to give our clients the comfort that comes with a strong financial plan.
Managing Director & Chartered Financial Planner
Client & Operations Manager
Marketing Director
Paraplanning Consultant
Compliance Consultant
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.
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.
We believe in building strong relationships with our clients. We take the time to understand your unique needs, dreams, and challenges.
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.
We love to simplify the complicated. We break down financial concepts into plain language, ensuring you clearly understand your options.
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.
We believe in fairness and treat people with respect and equality. We are accountable for our actions and protect our clients’ interests.
Being honest, reliable, and sticking to our promises. No shortcuts.
We understand the importance of family and are motivated to create happy, secure homes for our clients and ourselves.
We are empathetic and passionate about our service. We challenge ourselves to continually improve. Ordinary is not acceptable.
Let’s start with a simple chat as the first step of your journey to financial freedom.
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Abode Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority under reference no. 993978. Our company number is: 14152463