Abode Financial Planning

www.abodefinancial.co.uk

Abode Financial Planning Reviews

EXCELLENT rating
5.0
20 reviews Verified
Abode Financial Planning
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Reviews ( 20 ) 5.0

Anthony Bellamy
Anthony Bellamy
2024.10.15
Daniel has looked after our savings and investments over many years. It has been a relief to leave many of our financial problems in his capable hands. He has served us very well indeed. Thank you Daniel.
Reply from Abode Financial Planning 2024.10.17
Dear Anthony & Betty Thank you so much for your thoughtful review! We're so glad to hear that Daniel has provided you with excellent care for your savings and investments over the years. It's wonderful to know that you feel relieved knowing your financial concerns are in his capable hands. At Abode Financial, we strive to deliver exceptional financial planning and investment management services. We appreciate your trust in us and look forward to continuing to support your financial well-being.
Katie Long
Katie Long
2024.09.30
I have been with Dan for almost 10 years. He gives excellent personalised well-informed financial advice.
Reply from Abode Financial Planning 2024.10.17
Hi Katie Thank you for your kind review! We’re thrilled to hear that you’ve been with Dan for almost 10 years and that he has consistently provided you with excellent, personalised, and well-informed financial advice. At Abode Financial, we are dedicated to offering tailored financial planning and investment strategies that meet our clients’ unique needs. We appreciate your loyalty and look forward to continuing to support your financial journey!
Tom Purcell
Tom Purcell
2024.09.25
Daniel is extremely knowledgeable and easy to work with. He has that rare ability to communicate complex information in a very accessible way. We have been very happy with him and his fabulous team.
Reply from Abode Financial Planning 2024.10.17
Hi Tom Thank you for your wonderful review! We're delighted to hear that you find Daniel extremely knowledgeable and easy to work with. We're proud of our fabulous team at Abode Financial and appreciate your trust in us. We look forward to continuing to support you with personalised financial planning and investment strategies!
Progress Jiu Jitsu
Progress Jiu Jitsu
2024.09.25
Dan is the best in business. Cannot recommend him highly enough.
James Tighe
James Tighe
2024.09.25
Very professional and friendly team, whom I felt went above and beyond for me. They set me up with a plan, that’s greatly improved my personal and business finances. I would highly recommend Abode, thanks guys.
Reply from Abode Financial Planning 2024.09.30
Hi James Thank you so much for your wonderful review! We’re delighted to hear that our professional and friendly team at Abode Financial exceeded your expectations. It’s great to know that the tailored financial plan we developed has significantly improved both your personal and business finances. Your recommendation means the world to us, and we look forward to continuing to support you on your financial journey.
John Keidan
John Keidan
2024.09.25
An excellent service received from Daniel Boden over many years, whilst my funds have grown
Reply from Abode Financial Planning 2024.09.30
Dear John Thank you for your kind words! We're thrilled to hear that you’ve had an excellent experience with Daniel Boden at Abode Financial. Our team is dedicated to providing tailored financial planning and investment strategies to help our clients achieve their goals. We appreciate your trust in us over the years, and we look forward to continuing to support your financial journey!
David Webster
David Webster
2024.08.19
I have worked with Dan as my investment consultant for many tears now and he is ever the professional. My portfolio has increased in value beyond my expectations. I would recommend his services unreservedly.
Reply from Abode Financial Planning 2024.08.20
Hi David, Thank you so much for your kind words! We're thrilled to hear that your investment portfolio has grown beyond your expectations and that you’ve found Dan’s professional advice valuable over the years. Your unreserved recommendation means the world to us and helps others discover the level of service we strive to provide. Thanks again for your continued trust and support! Best regards, The Abode team
Richard Lodge
Richard Lodge
2024.07.07
My wife and I have been advised by Daniel Boden for 8 years. His guidance, advice and recommendations have provided us with investment performance to achieve our objective of retirement security and this has now led us to continue a valuable trustworthy relationship at his new venture Abode Financial. The advice has always been well thought out and tailored to our circumstances and objectives and Daniel is ably supported by his team giving a personal and exceptional client service. Innovation such as the introduction of a portal to allow client monitoring of investment performance and an eye on ensuring competitive fee pricing for clients reflects the Abode ethos of working in their clients best interests. Daniel is always available to take a call in the event that questions arise and his friendly yet professional demeanour is reassuring. An annual face to face review meeting not only allows performance to be reviewed but allows different scenarios to be instantly modelled on screen in response to our current circumstances giving confidence that the trajectory for the long term is on track to achieve our objectives. Open discussion and explanations in an easily understandable way allows us to make informed choices with confidence and an appropriate level of knowledge. We have no hesitation recommending Abode Financial.
Reply from Abode Financial Planning 2024.08.20
Hi Richard, Thank you for taking the time to share such a detailed and thoughtful review. We're delighted to hear that you both have found Daniel's guidance, advice, and recommendations valuable in achieving your objective of retirement security. It's fantastic to know that our tailored approach and focus on your individual circumstances have built a trustworthy relationship over the years. We're also pleased that you appreciate our innovative tools, like the client portal, and our commitment to competitive fee pricing. Providing exceptional client service is at the heart of Abode Financial Planning, and it’s great to hear that Daniel and the team have delivered on that promise with friendly, professional, and clear communication. Your recommendation means a lot to us, and we’re grateful for your ongoing trust and support! Best regards, The Abode team
Leigh Share
Leigh Share
2024.06.28
Abode Financial Planning are knowledgeable, attentive, and always put my financial well-being first. Their personalised advice and clear communication have greatly improved my financial strategy. A top-notch service!
Reply from Abode Financial Planning 2024.08.20
Hi Leigh, Thank you so much for your fantastic review! It's great to know that our personalised advice and clear communication have made a positive impact on your financial planning. Your kind words mean a lot to us and will certainly help others find the financial planning top-notch service we strive to provide in Cirencester and beyond. Thanks again for your support! Best regards, The Abode team
Robert Webster
Robert Webster
2024.06.21
We met with Dan Boden, Abode, for one of our regular meetings, to review performance as well as to seek advice on future options and investment products. Dan has been very helpful in successfully guiding us for about 10 years and ensuring that whilst meeting our objectives and working within our risk parameters, has managed to offer us products that have grown in value as well as attracting lower cost charges. Reassuringly Abode have invested in robust electronic documentation systems which provide portals allowing us to access information in real time. Dan and his team are professional, knowledgeable, approachable and are happy to address concerns as they arise. We have no hesitation in recommending his services.
Reply from Abode Financial Planning 2024.06.25
Thank you for your review, Mark & Jac! We greatly appreciate your kind words about Dan Boden and the team at Abode. It's wonderful to hear that our guidance over the past 10 years has helped you meet your objectives and maintain a suitable investment. We're glad our robust electronic documentation systems and real-time portals have been reassuring. Your recommendation means a lot to us. We look forward to continuing to support you in the future. Warm regards, The Abode Team
Sarah Rowan
Sarah Rowan
2024.05.15
Abode have been extremely professional and great to work with. Dan goes above and beyond to understand his clients goals, aspirations and appetite and gives advice that really works for us. Thank you!
Reply from Abode Financial Planning 2024.06.25
Thank you for your kind review, Sarah! We're delighted that the advice has been effective for you. Thank you for your trust and support. Best regards, The Abode Team
Kay Ransom
Kay Ransom
2024.04.22
Really friendly and knowledgeable team!
Bhavesh Patel
Bhavesh Patel
2024.01.19
Very knowledgeable and explanation was done in a manner so that anyone to understand. Gives sound advice and trust this business with all my future financial needs
Reply from Abode Financial Planning 2024.04.26
Thank you for the kind words Bavs, it's a pleasure to help with you financial planning and investment advice.
Sarah Pearson
Sarah Pearson
2024.01.08
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.
Reply from Abode Financial Planning 2024.01.10
Thank you for the kind words Sarah. It is a privilege to be entrusted with your financial planning. We look forward to providing guidance on your investments and financial planning for many years to come.
Tricia Heaton
Tricia Heaton
2023.12.18
Dan has been taking care of my finances for many years. Over 20 years ago I came into a small inheritance. I found a financial advisor who helped me in the beginning, but when he retired he recommended the firm that Dan was working for. I have come to know Dan well over the years. He is approachable, very knowledgeable, intelligent and personable and I am very happy that he is taking care of my future.
Reply from Abode Financial Planning 2024.01.10
Thank you Tricia, we too are delighted to be taking care of your future.
Nigel Willmott
Nigel Willmott
2023.11.25
We’ve been clients of Dan Boden for some eight years, and found him to be of great help for the following reasons: a) We have a substantial pension fund and need advice on how to invest it, since we have no knowledge on how to select investment platforms and keep the performance of those platforms under constant review; b) We have regular face-to-face meetings with him during which he provides us with detailed updates, illustrated by his software management package which he puts up on screen, providing graphics to make the way the investments are performing very clear. c) From time to time, we ask him to arrange for funds to be drawn down, in cash, which we use to pay for holidays and other types of expenditure to bolster our occupation, state pensions and other forms of income, giving us the freedom to enjoy our retirement to a greater degree. Over the years we have developed a close working relationship with him, found him to be very approachable and we have every confidence in his advice.
Reply from Abode Financial Planning 2024.01.10
Hi Nigel, thank you for the kind note. It's immensely rewarding for our team to see you and Liz enjoying a happy and secure retirement!
Phil McCabe
Phil McCabe
2023.11.21
I started working with Dan around 5 years ago and since then he has given me a huge amount of confidence that I have a clear plan for my future. He is always available whenever I have questions and his our regular meetings provide clarity on the targets we have set for my personal financial management. I would recommend Abode to anyone who wants a down to earth, highly skilled financial manager to work with.
Reply from Abode Financial Planning 2024.01.10
Thank you, Phil. We are delighted to help with your family's financial planning.
Howard Warren
Howard Warren
2023.11.21
It was apparent that when I retired from full time employment that my financial affairs and those of my wife were in an unsatisfactory state and scattered across a wide range of investments. At that time, I opted to seek professional advice on how to have a better grasp of our affairs with a view to maximising our funds thus building towards longer term funding our old age in a medium low risk environment. However, we felt over time that we were not benefitting significantly from the management process, and we had to generate almost all the contacts with the management of our portfolio. There was little evidence of any activity. It was difficult at this stage to understand what added value was being provided. A number of (7? )years ago Daniel Boden joined the management team and it was very clear from day one that a far greater interest in our affairs was planned. On his own initiative Daniel reviewed all aspects of our fund and discussed in clear terms implications of recommended changes. We see him face to face at least once a year for a review and more frequently for special situations if they arise. Particularly. Rationalizing and simplifying our scattered individual investments portfolio. Also advising disposition of “Cash” holdings vs Investments. My wife and I were delighted to learn that Mr Boden was planning to establish his own Consultancy and more than happy to ask him to continue to manage our investments. The principal benefit to us is a reassurance that the excellent, pro-active service and communications levels are maintained.
Reply from Abode Financial Planning 2024.01.10
Thank you, Howard. It's a pleasure dealing with you both. We look forward to working with you for many years to come.
Michelle Caney
Michelle Caney
2023.11.19
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.
Reply from Abode Financial Planning 2024.01.10
Hi Michelle thank you for the review. We are delighted to help you plan for the future. Here's to the next adventure!
Jules Bellot
Jules Bellot
2023.11.08