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Useful Articles

Showing Category: Adam Reeves

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What can I do with my pension?

Deciding how you want to start taking money Due to the changes introduced by the government in April 2015, when you reach the age of ...
Have you made sure your plans are still on track? It’s been nearly two years since the first novel coronavirus (COVID-19) case was detected. The ...
One in eight older workers extend their planned retirement age The coronavirus (COVID-19) crisis has disrupted many people’s working lives in ways we couldn’t have ...
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Keeping it in the family

Two in three people accessing advice share same financial adviser as their parents Never before has there been such a big difference between the wealth ...
Providing an income or nest egg for your loved ones to enjoy, long after you are gone The way that you decide to take your ...
Pandemic threatens pushing over-50s into pension poverty More than half (53%) of people in their 50s fear running out of money in retirement, as they ...
COVID-19 increases desire for sustainable investing for half of UK adults The coronavirus (COVID-19) pandemic has prompted a desire to move into ethical and sustainable ...
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Portfolio Diversification

Why you should spread your savings and investments Trying to navigate the ups and downs of market returns, investors seem to naturally want to jump ...
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Evolution of ESG investing

Changing face of consumer ethics and behaviours The coronavirus (COVID-19) pandemic has prompted a desire to move into ethical and sustainable investing for more than ...
A momentous event that can change every aspect of your financial stability The coronavirus (COVID-19) pandemic has had a shattering effect on the country. Future-proofing ...
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Pension tax relief

27% of people surveyed did not know how it worked To encourage saving for retirement, the government pays tax relief on pension contributions. This means ...
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Advice matters

Intergenerational planning and wealth transfer between advised families Following the coronavirus (COVID-19) pandemic outbreak, UK adults admit they need financial advice for their current situation[1]. ...

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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: 30/11/2024 at 06:00 AM
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