Abode Financial Planning
Financial Services
Watermoor Point, United Kingdom
3 employees
- Employees
- 3
Abode Financial Planning Overview
- Headquarters
- Watermoor Point, United Kingdom
- Website
- abodefinancial.co.uk
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2023
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Abode Financial Planning
EXPERIENCED ADVISERS TO SUCCESSFUL PROFESSIONALS AND BUSINESS OWNERS At Abode, we get it. Managing money and planning for a solid financial future can be daunting. We’re here to show you it doesn’t have to be. This is what we do. HOW WE HELP: ✅ Create financial plans with clear, actionable steps ✅ Provide evidence-based investment portfolios with a focus on fair fees ✅ Demystify the world of pensions We know financial planning can feel like a maze so we start at the very beginning - with your needs, ambition and vision of the future and then together, we'll work to make it happen. We'll keep it simple - plain language and easy-to-understand planning tools, all underpinned by the Abode Financial personal client focus. A COUPLE OF OUR CLIENT GOOGLE REVIEWS: “Several years ago when my previous Financial Advisor retired Dan was recommended to me by a family member. From the first meeting I knew with confidence that I could trust Dan to look after my finances because he understood my needs immediately. Since then has always been reassuring about my investments and is always available to answer any queries. During our annual meetings he explains everything very clearly so I am comfortable with what he is doing. I have no hesitation in recommending him.” “Daniel Boden has been providing me with financial advice for in excess of 10 years. He is extremely knowledgeable across the spectrum of wealth management services and I know that I can always trust him to steer me in the right direction with his impeccable advice. He always goes the extra mile to ensure that I understand the options available and the best form of investment to suit my needs at the time. I would highly recommend Daniel Boden at Abode Financial Planning.” READY FOR THE NEXT STEP? abodefinancial.co.uk/contact-us
Abode Financial Planning Contact Details
- People in AeroLeads
- 3
Abode Financial Planning Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Daniel Boden Cfp™ Fpfs | Chartered Financial Planner |
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| Holly Boden | Marketing Director |
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| Emily Loveridge | Client and Operations Manager at Abode |
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Employees by Management Level
Director
1 profile
Manager
1 profile
Individual contributor
1 profile
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