About Abode Financial Planning
Abode Financial Planning is a Chartered, independent financial adviser in Cirencester with over 15 years of experience helping clients across the Cotswolds secure their financial futures. Founded by Daniel Skuse and Emily Skuse, Abode has established itself as a trusted local firm that combines technical excellence with a genuinely personal approach. The firm's Chartered status, awarded by the Chartered Insurance Institute, symbolises their commitment to the highest professional standards and technical expertise – a designation held by fewer than 5% of financial advisory firms in the UK. Abode is fiercely independent of product providers and investment entities, ensuring their advice is strictly dedicated to clients' best interests.
Client testimonials consistently highlight the firm's exceptional listening skills and ability to translate complex personal circumstances into clear, actionable financial strategies. One long-standing client noted that "Dan has been very helpful in successfully guiding us for about 10 years, 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." Another praised the team's thorough and comprehensive service, saying "They listened to our needs and met them fully." The firm's approach focuses on understanding every detail and nuance of a client's situation, then explaining concepts in plain English that anyone can understand.
Abode specialises in investment planning, retirement planning, tax-efficient strategies, and estate planning for individuals and families across Gloucestershire. Operating on a strictly fee-only basis with no commissions, the firm provides transparent pricing and genuinely independent advice. Their office on Tetbury Road in Cirencester provides a welcoming base for face-to-face consultations, though they also work with clients across the wider region. For Cotswolds residents seeking a Chartered financial planner with proven expertise, local knowledge, and a decade-plus track record of helping clients achieve their goals, Abode Financial Planning represents an excellent choice.
Fee Structure
Abode Financial Planning operates on a Fee-only basis. This means you pay a clear, upfront fee for advice with no hidden commissions from product providers.
For detailed information about typical financial advisor fees in the Cotswolds, including what you should expect to pay and how to avoid overpaying, read our comprehensive fee guide.
💡 Before Your First Meeting: Always verify FCA registration at register.fca.org.uk and request a clear written fee schedule. A reputable advisor will happily provide both. Read our guide to choosing a financial advisor for more tips.