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Useful Articles

Showing Category: Adam Reeves

Financial planning essential to help balance priorities As the cost of living crisis continues to rise, midlifers are set to be impacted particularly hard. This ...
Sixty the most popular age to retire early  There are many factors that can influence when someone decides to retire. For some, it may be ...
17% increase in suspicious or scam-related activity Any of us can fall victim to a scam. Scams are increasingly common and many people are caught ...
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Gender pension gap widens

Women have lower pension pot sizes in every age bracket The staggering impact of the gender pension gap has been revealed in new research[1] which ...
Ensure your financial security for when you might need it most There are a number of reasons why you might need life cover and critical ...
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Dealing with divorce

Revolution in family law finally removes the need for blame as a basis for divorce No one enters into marriage expecting it to end in ...
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Future wealth

The average British child is worth just under £5,000 by the time they reach school When we talk about the Bank of Mum and Dad, ...
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Roadmap for investors

Increased confidence portfolios will perform well in 2022 In 2021, there was a return to some form of normality across a vast majority of regions ...
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Pension freedoms

You work, you save and then you retire A full and happy retirement is a priority for many. But no two people are alike. A ...
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Investment choices

Behavioural patterns shaping our way of investing, for better or worse When it comes to money and investing, we’re not always as rational as we ...
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Cost-of-living crunch

Savers still recognise the importance of long-term planning Britain’s cost-of-living crunch has hit the country hard, with inflation at its highest level in three decades, ...
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‘Time is money’

5 principles of investing everyone should know Are your investments working as hard as they could be? With so many options out there, it can ...

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Vouched For
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Adam was quick to assess & understand my situation, and was able to discuss & communicate in a very concise and simple way the various options available to me, taking time for me to understand and clarify where necessary. My understanding & knowledge of taxation & pensions has increased significantly allowing me to feel much happier making financial decisions for the future.

Rob – West Sussex

Adam and his team undertook in-depth research into our existing QROPS schemes and clearly set out both pros and cons of transferring the funds back to the UK. Having decided to go ahead with the transfer, Adam and his team worked extremely hard to facilitate the transfer. The QROPS pension trustees were not always the most professional or responsive organisation – however we were very grateful for the perseverance and commitment that Adam showed us as clients.

Jonathan – East Sussex

Adam offered a range of financial products , the one he suggested was affordable and proved to be a good choice.  Returns on investments have exceeded my expectations, based on Adam’s advice and guidance. Profits have enabled house improvements to take place.

David - Surrey

Adam arranged an appointment very timely, he explained his role and qualifications as an IFA giving me reassurance , we went through my retirement and investment goals. Adam discussed my options explaining in great detail, I felt relaxed during our discussions allowing me to fully understand my choices. I feel very confident in the financial advice allowing me to enjoy my retirement.

I was very happy with Adam’s recommendations and explanations of financial products which would suit my retirement goals, I feel this has helped me review and reduce my financial risk as I reach retirement, leaving me feeling confident that I can enjoy my retirement plans.

Ron – West Sussex

After initial meeting Adam put together a very detailed and thorough written plan. At our second meeting he went through the whole booklet and explained everything in layman’s terms which made it a lot easier to understand.

I am very happy with everything that was suggested and put in place especially with something as big and important as pensions. Adam and his team have taken a huge weight off my shoulders and I would highly recommend their services to anyone needing help with their financial planning and pension.  Adam couldn’t have been more helpful, and even came outside his normal area to meet me on a number of occasions.

Richard - Kent

Unfortunately I had to claim on my critical illness insurance due to my wife being ill and because of the sound advice Adam gave in acquiring this insurance we ended up being financially safe through a tough time.

Steve - Kent

Adam did a review of our financial situation, confirmed that Flexible Drawdown best suited our needs as a family, and then did all the research into the best product for us. He will continue to monitor it for me. He acted extremely promptly because we had a deadline for requiring the lump sum; went out of his way arranging meetings during non-office hours, was professional yet friendly and explained a difficult subject very well.

Clare – East Sussex

Adam did a thorough review of my pension policies, clearly explained how well they had performed, how flexible they were, how the market regulation has changed, and, crucially, what the tax implications would be if I were to leave them untouched. He accurately assessed my attitude to risk and recommended an up-to-date solution that will offer me the greatest flexibility at retirement.

Greg – East Sussex
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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 19/09/2024 at 11:00 PM
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