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Useful Articles

Showing Category: Adam Reeves
Posted on by Adam Reeves

Minimum pension age to increase

Age change to when people can start taking pension savings The government has confirmed that it plans to increase the minimum pension age at which ...
Posted on by Adam Reeves

Time to look at the ‘big picture’?

Discovering the emotional benefits of financial advice No two individuals share the same goals or ambitions. Each person is unique, with their own needs, targets ...
Posted on by Adam Reeves

Funding your child’s future lifestyle!

Early preparation in life is key to becoming financially independent As the coronavirus (COVID-19) pandemic continues into a second year, we’re learning more and more ...
Posted on by Adam Reeves

Generation Xers chronically under-saving

57% face financial difficulty in retirement years According to The International Longevity Centre UK (ILCUK) report, a substantial proportion of Generation Xers (those born between 1965 and ...
Posted on by Adam Reeves

The Golden Years?

Be better off in retirement Imagine you’re retiring today. Have you thought about how you’re going to financially support yourself, and potentially your family too, ...
Posted on by Adam Reeves

Post-work income

How much annual income will you receive from your pension and savings? Retirement will probably be one of the biggest events you ever go through ...
Posted on by Adam Reeves

Live the life you want

How much pension income will you need for a comfortable retirement? The purpose of a pension is to provide an income for you to live ...
Posted on by Adam Reeves

Funding long-term care

How much will it cost to enjoy life in later years? Long-term care covers everything from residential and nursing homes to home care. It is ...
Posted on by Adam Reeves

Goals-based investing

Are you giving yourself the best chance of success? Before you start, defining any goals you may have will help you plan, budget and choose ...
Posted on by Adam Reeves

Advice matters

Life events that professional financial advice can help you navigate In the current climate, we understand that you may be feeling worried about your work, ...
Posted on by Adam Reeves

Generation COVID-19

Financial support to younger members as a direct result of the pandemic The coronavirus (COVID-19) pandemic has led to more people supporting younger family members ...
Posted on by Adam Reeves

Investing for your child’s future

Even small amounts can build up a substantial nest egg Decided it’s time to start saving for your little one? Putting money aside for your ...

Read our reviews

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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