AD Financial Services
Your Partner in Comprehensive, Independent Financial Planning
and Funding Solutions for UK Businesses
Helping You Secure Your Financial Future
Welcome to AD Financial, your trusted partner for comprehensive financial services.
Whether you’re seeking expert guidance on accountancy and tax, business finance, financial planning, mortgages, or wills and probate, we are here to support you every step of the way.
Our dedicated team provides seamless over-the-phone consultations, allowing you to access expert advice conveniently—without the need for appointments or in-person meetings.
As a proud partner of Swoop, a leading funding platform, we offer tailored business funding solutions. Whether you’re exploring loans, equity investments, or grants, we help you find the best options to fuel your business growth.
Ready to get started? Explore our most popular services below.
For Business Owners
Pensions
Investments
For Their Business
Who We Help
Our team of savvy financial experts at AD Financial is on a mission to demystify the world of finance, making it accessible, understandable, and even enjoyable for everyone.
We provide holistic financial advice for (individuals, businesses, trusts) on investments, savings, retirement planning, non-investment insurance (for example life assurance, private medical insurance, critical illness cover) and mortgages (including buy to let and lifetime mortgages).
Our approach is straightforward and jargon-free, ensuring you fully grasp your financial situation and options. We believe in empowering our clients with knowledge, so you can make informed decisions confidently.
With AD Financial , you’ll enjoy personalised service, proactive support, and a commitment to helping your finances flourish.
Here’s what we can help with…
Investment Planning
It’s important to identify what you might want to achieve and how you can do this.
We can help you to identify your goals and create a plan for your finances to help you achieve them.
Mortgage Advice
Whether you’re buying your first home, a buy to let property, moving home or looking to re-mortgage, our mortgage services are designed to provide you with the best mortgage solution for your needs.
Retirement Planning
We can work with you to proactively plan for your retirement and help you decide on the options available once at retirement.
Lifetime Mortgage Advice
This is a way of releasing the wealth tied up in your property. With a Lifetime Mortgage product, you must be over a certain age (typically over 55) and own your own home. If you are eligible, we can advise on Lifetime Mortgage products.
Protection Planning
Protection planning can help to provide peace of mind in the event of your income changing due to unexpected events.
We can help you plan for the best way to protect you, your family or your business.
Business Funding
We have partnered with Swoop to ensure we can best assist you with any type of funding, including loans, equity, grants, and business savings.
With Swoop, we offer simple and clear comparisons, enabling you to choose the most appropriate financial products and services for your needs.
So why choose AD Financial?
With over three decades of experience in the industry, AD Financial Services offers a wealth of knowledge and expertise.
Our extensive background is invaluable in navigating the complexities of accountancy and business advisory services, tailored specifically for outsourcing.
Our roots as a small business give us a unique understanding of the challenges and needs faced by similar enterprises. This empathy and insight enable us to assist other small businesses in setting up and running efficiently.
Our approach ensures that every client can easily grasp and apply the solutions we provide, designed to streamline their operations.
We focus on simplifying processes to foster a smooth and efficient workflow, prioritising the essential accounting services that truly matter to small businesses and make a significant impact in the local community.
Tailored Solutions
2
Decades of Expertise
3
Cost-Effective
4
Focus on Growth
5
Community Impact
Under rules set by our industry regulator, the Financial Conduct Authority (FCA), all financial advisers must be qualified to at least ‘Level 4’. That’s broadly equivalent to the first year of a degree and covers topics including personal tax, pensions and retirement planning and investment principles and risk. There are also Masters and PhD equivalents above that, and specific qualifications for areas such as mortgages, and pension transfers.
All our advisers are trained to the required level, and subject to ongoing and annual training requirements.
Feel free to ask your adviser about the qualifications they hold.
Need a helping hand with funding? Let Swoop help!
At AD Financial, we understand the challenges of finding the right funding for your business. That’s where Swoop steps in. It’s a fantastic platform that helps you discover the best funding options, from loans and equity investment to grants. Plus, it helps you identify and make savings – all in one fell swoop.
Swoop partners with over 1,000 funding providers, including big banks, alternative lenders, venture capital funds, SEIS/EIS funds, angel investors, and grant agencies. Whatever your funding needs, Swoop has a solution for you.
Using smart AI and open banking technology, you can easily spot potential savings on everyday costs like banking, foreign exchange, utilities, and insurance. All of this is done automatically, backed by Swoop’s team of experts who are rated five stars on Trustpilot.
How can we help your business? Let’s get to know you and your business – choose which suits your current situation best
Get a Financial Health Check
Take control of your financial well-being with our comprehensive financial health check services.
Our skilled advisors at AD Financial analyse your income, expenses, savings, investments, debts, and insurance coverage to assess your overall financial health