Expert financial guidance for a secure tomorrow, today.
At Adcas Financial Management, we pride ourselves on being one of the oldest and most reputable financial advisory firms in Blackpool and the surrounding areas. With over 30 years of experience, we have built a strong reputation for providing exceptional financial planning services to individuals and businesses alike. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals, regardless of their background or financial situation.
Our Services
Our range of financial planning services is designed to cater to a vast array of needs and aspirations. We understand that every individual and business is unique, and we take the time to understand each client's specific requirements and objectives. Our services include:
- Retirement Planning: We help individuals plan for their retirement, ensuring that they have a comfortable and fulfilling golden years.
- Investment Planning: Our experts will help you make informed investment decisions, ensuring that your returns are maximized and your risks minimized.
- Cashflow Modelling: We use cutting-edge cashflow modeling tools to provide you with a comprehensive analysis of your financial situation and help you make informed financial decisions.
- Tax Planning: Our tax experts will work closely with you to ensure that you are minimizing your tax liabilities and maximizing your financial gains.
- Business Protection & Corporate Investment Planning: Our team will help you develop a solid business plan, ensuring the long-term success and growth of your venture.
- Life, Critical Illness, and Income Protection: We understand the importance of protecting your family and business from unexpected events. Our insurance experts will help you create a comprehensive protection plan.
- Mortgages & Equity Release: Our mortgage experts will guide you through the mortgage application process, ensuring that you secure the best possible deal. We also offer equity release solutions for those looking to unlock the value of their property.
- Financial Ombudsman: In the unlikely event of a dispute, our team is committed to resolving any issues promptly and fairly.
Our Expertise
At Adcas Financial Management, we are proud to be accredited Chartered Financial Planners, a testament to our technical competence and commitment to best practice. Our team of experienced financial advisors has extensive knowledge and expertise in a range of specialist areas, including investment planning, tax planning, and insurance.
Why Choose Us
Our commitment to exceptional customer service, combined with our extensive knowledge and experience, sets us apart from other financial advisory firms. We take the time to understand our clients' unique needs, providing personalized solutions that cater to their specific requirements.
Getting in Touch
If you have any questions or would like to discuss your financial affairs, please do not hesitate to contact us. We are here to help you achieve your financial goals and provide expert guidance throughout your financial journey.
Overall Experience
The reviewers have expressed highly positive sentiments about their experience with ADCAS, praising the financial advisors for their knowledge, competence, and ability to explain complex financial concepts in a clear and easy-to-understand manner.
Key Strengths
Expertise and Competence
The financial advisors at ADCAS have been commended for their expertise and competence in handling pension and financial planning matters. They have been able to provide clear and concise explanations of various options, making it easy for clients to make informed decisions.
Innovative Tools and Systems
The cashflow modelling system used by ADCAS has been highlighted as a particular strength, providing a brilliant way to visualize and explore different financial scenarios.
