Registered Investment Advisors. "Let's take the next step together"

Who we Advise

Private Clients
Whether you are setting up a life insurance policy to cover a mortgage, wanting to understand the risks and benefits of investing, or have a lifetime of disjointed financial planning to sort out – at Adanac, everyone gets the same uncompromised advice and support, tailored to their own particular needs.

Business Clients
As a business owner, you are likely to be busy and focussed upon more immediate concerns.
You know that you should give more time to your investments, pensions and financial matters, but your main priority is growing your business.

Professional Partners
As independent financial advisers working for our clients, we are committed to planning and putting into place a plan for our clients that takes account of all aspects of their financial life. This inevitably brings us into contact with other professionals, particularly solicitors and accountants.

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