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Useful Articles

Showing Category: Adam Reeves

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Combined finances

Planning ahead for your financial future together Some couples may prefer to keep their finances separate, while others share everything. Whichever method you’ve chosen, when ...
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Reduce your Inheritance Tax bill

10 ways to protect your estate for your loved ones Even those who believe they have moderate wealth levels may still need to take action ...
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Pension options

Planning your financial future, and how to get there One thing retirement is not, is an age. Not any more anyway. Gone are the days ...
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Tax planning reimagined

Identifying the best options to preserve your wealth No one likes to pay tax on their hard-earned money. But due to the complexities of the ...
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Responsible investing

Invest today. Change tomorrow Responsible, sustainable and environmentally friendly investing is here to stay. But, while demand is growing among all age groups, genders and ...
Make the most of the tax breaks before it’s too late If you hold a Cash Individual Savings Account (ISA) you may be dissatisfied with ...
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Passing on pension benefits

Providing for your loved ones after your death If you’ve spent a lifetime saving for retirement, you’d probably like any remaining money to go to ...
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Breaking up is hard to do

Managing the financial impact of divorce When long-term relationships split up, there are a host of implications for mortgages, savings, tax and Wills requiring careful ...
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Your future self

Over 50s concerned about job security due to COVID-19 pressures The coronavirus (COVID-19) pandemic crisis could leave the next generation of retirees significantly poorer and ...
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Gifting generation

Older family members supporting younger generation through the pandemic Young people have been one of the worst-affected groups from the coronavirus (COVID-19) pandemic, particularly in ...
Changes in how people save, invest, and plan for retirement Self-employment plays a vital role towards the UK’s economy. In recent years the number of ...
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Why cash may not be king

How much of your wealth do you currently hold in cash? One paradox of the coronavirus (COVID-19) pandemic is that even as businesses have shut ...

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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