Abode Financial Planning Reviews

Olly Smith 2025.12.01

     

I had an excellent experience with Abode Financial Planning, working closely with Dan. His knowledge and expertise were outstanding, especially given the complex situation I found myself in. Dan made everything feel manageable and took the time to put me at ease throughout the entire process. He is incredibly approachable, professional, and genuinely committed to understanding not just the issue at hand, but my wider goals as well. I felt fully supported and confident in every step we took. I would highly recommend Dan and Abode Financial Planning, and I look forward to continuing our ongoing financial journey with him for myself and my family. - Thank you to Dan and the Abode team 👍

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Laura Marriott-Smith 2025.12.01

     

Dan at Abode is both incredibly approachable but also very knowledgeable and professional. For someone who doesn't easily understand the topic of finances, he makes it easy to follow and always without judgement. I would be 100% happy to recommend Abode to anybody.

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Hugh Watson 2025.10.14

     

Dan has looked after my pension for four years and provides an excellent service.

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Reply from Abode Financial Planning 2025.10.22

Thank you for the review, Hugh. It's a pleasure to work with you, and hugely rewarding for the team to hear you feel our service is excellent :)
Thanks again.

- The Abode team

AJB 2025.08.04

     

Daniel has a much appreciated ability to listen to and understand his clients. He grasps every detail and nuance and is able to translate the personal circumstances into the appropriate strategy for the situation and person. He is excellent at explaining concepts. Both Daniel and Emily are very personable and have have impeccable attention to detail, spoken and otherwise. They are understanding and empathetic. And proactive and prompt to perfection.

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Reply from Abode Financial Planning 2025.09.10

Thank you so much for taking the time to write such a wonderful review of our services. We take great pride in our client relationships which always start with listening carefully from the very first meeting.

We are thrilled to have you both with us and look forward to working with you for many years to come.

- The Abode team

Charlie Cooper 2025.07.29

     

I’ve been working with Dan and his team for a few years now and I really can’t recommend them enough. The guidance and support they’ve provided from the very beginning has given me so much confidence in my financial future and peace of mind knowing I’m on the right track, especially with a young family. I’ve also learned a lot along the way which is a bonus! We always look forward to our meetings with Dan and come away feeling empowered and excited for our future.

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Reply from Abode Financial Planning 2025.07.30

Thank you for such a wonderful review, Charlie. It's been a joy working with you over the years and we're delighted to hear it's been educational too! Here's to an empowered, exiting future together.

- The Abode team

David 2025.06.26

     

A thorough and comprehensive service from Emily and Daniel. They listened to our needs and met them fully. All that with friendly faces and a strong human touch.

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Reply from Abode Financial Planning 2025.07.02

Hi David
Welcome to Abode! We are delighted you're pleased with our service but mostly that you felt listened to. Personal relationships and a human touch are at the heart of everything we do.
We look forward to helping you for next, exciting stage of your lives.
- The Abode team

Garry Roughley 2025.06.03

     

Dan and his team at Abode have demonstrated their financial expertise from our first consultation, they're the best financial advisors in Cirencester.

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Reply from Abode Financial Planning 2025.07.02

Thank you for the kind review, Garry. It was a pleasure to help with your retirement planning. We look forward to working together.

- The Abode team

Jean McLaren 2025.03.26

     

My husband first met Dan many years ago when he needed financial advice regarding his pension. Now that my husband no longer is able to make decisions about our finances, I have taken on that role and have got to know Dan well. He has provided invaluable guidance in helping me to make decisions to secure my financial future. He always gives me clear, accessible and unbiased advice which I value. He's always happy to go the extra mile to explore all the options. I look forward to our annual reviews because I know that Dan will be aware of the latest and upcoming changes in legislation and will tailor his information and recommendations accordingly. I have no hesitation in recommending Dan if you're looking for financial advice, guidance and investments.

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Reply from Abode Financial Planning 2025.03.31

Jean thank you for such a wonderful review. It continues to be an absolute pleasure helping to secure your financial future and fills the team with pride to hear such kind words about our service.
Here's to many more successful years together!
- Dan & the Abode team

Adrian Winchester 2025.03.21

     

Daniel has been my financial adviser for at least 10 years and I can certainly recommend the service that he and Emily at Adobe Financial Planning provide. Options are clearly presented and there's always a sense that suggestions take into account my personal circumstances and inclinations, and so provide expertise that goes beyond simply maximising the return from my investments. Engaging with financial matters will never be my strongpoint, so I also appreciate Daniel's ability to offer a gentle nudge in situations where some advisors could easily be driven to exasperation!

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Reply from Abode Financial Planning 2025.03.24

Thank you for your kind recommendation, Adrian.
Daniel, Emily, and the rest of the team are delighted to be working with you and supporting you in achieving your financial planning goals. As you so rightly put it, personal financial planning is about much more than simply maximising investment returns!

We look forward to many more constructive years working together.

Many thanks,
The Abode Team

Andrew Prior 2025.01.20

     

Dan and Emily at Abode Financial Planning have provided professional, clear and personal advice together with super-efficient execution support on some complex areas of financial planning for our family. I feel confident that my retirement planning and family finances are in safe, reliable hands and would highly recommend Abode as financial advisors.

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Reply from Abode Financial Planning 2025.02.25

Thank you for such a lovely review, Andrew. It's an absolute pleasure working with you and we look forward to supporting your family's financial future for many years to come. See you soon!

The Abode team

Plaza Cards 2025.01.17

     

Professional advice and execution of services.

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Reply from Abode Financial Planning 2025.01.17

Thank you for your review. We’re pleased to hear that you've received professional advice and service execution from Abode Financial. We take pride in delivering tailored financial planning and investment solutions to meet our clients' needs. We look forward to continuing to support your financial goals.

The Abode team

Jon Millar 2024.11.26

     

Daniel has been our financial adviser for many years and we have been delighted with all his help and advice. He has taken the time to get to know us and our family and has provided unprecedented support and guidance towards providing us with a safe and secure financial future. He is someone we trust and we would have no hesitation in recommending him. Jon & Tina Millar

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Reply from Abode Financial Planning 2025.01.17

Thank you, Jon and Tina, for your wonderful review!
We’re so pleased to hear that Daniel has been able to provide you with trusted financial advice and support over the years. His commitment to getting to know you and your family, and offering personalised guidance, is what sets Abode Financial apart.
We truly appreciate your trust in us and are honoured by your recommendation. We look forward to continuing to support your secure financial future.

The Abode team

David Tappin 2024.11.19

     

I’ve known and trusted Daniel Boden with my investments since first meeting him in 2017. His advice and response has always been spot on and I’m very enthusiastic about his new company.

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Reply from Abode Financial Planning 2024.11.25

Dear David
Thank you for your fantastic review. We’re so glad to hear that you’ve trusted Daniel with your investments since 2017 and that his advice has consistently been helpful.
We truly appreciate your continued trust in Abode Financial Planning and look forward to supporting you with expert financial advice and investment strategies for many years to come.

The Abode team

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.

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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 2024.09.30

     

I have been with Dan for almost 10 years. He gives excellent personalised well-informed financial advice.

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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 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.

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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 2024.09.25

     

Dan is the best in business. Cannot recommend him highly enough.

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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.

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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 2024.09.25

     

An excellent service received from Daniel Boden over many years, whilst my funds have grown

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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 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.

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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