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Useful Articles

Showing Category: Adam Reeves

What will the government’s proposals mean for the social care system? The government has set out its vision for the future of adult social care. ...
A flexible, tax-efficient way of saving for your long-term future Saving for your retirement is one of the longest and biggest financial commitments you will ...
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Inheritance Tax

What will your legacy look like? Intergenerational planning helps you put financial measures in place to benefit your children later in life, and possibly even ...
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Recognising a scam

Scammers present themselves as an authority you can trust If it seems too good to be true, then it probably is. Every year, millions of ...
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Cash flow is king

Making sure you don’t run out of money before you run out of life No two people have identical financial circumstances, which is why it’s ...
Are you protecting what matters most against the financial impact of a life-changing event? Are you protecting what matters most against the financial impact of ...
Factors likely to have a lasting and positive impact on wealth Whether you have earned your wealth, inherited it or made shrewd investments, you will ...
Continuing impact on people’s physical health and financial wellbeing The coronavirus (COVID-19) pandemic has had, and will continue to have, a major impact on our ...
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Investing with impact

How ESG creates long-term value It’s no secret that the growth of Environmental, Social and Governance (ESG) investments in recent years has been fundamental.
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Generation vexed

A third of Gen Xers not confident they can fund their retirement One in three (31%) Generation X members (those born between 1965 and 1980) ...
People thinking more about their spending and financial priorities The coronavirus (COVID-19) pandemic has lead to more people re-thinking how they spend and manage their ...
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Planning for early retirement

What are the financial consequences to stopping work in your 50s? Early retirement may be the ultimate dream for some, but the coronavirus (COVID-19) pandemic ...

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Vouched For
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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

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
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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 20/09/2024 at 03:00 AM
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