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Useful Articles

Showing Category: Adam Reeves
Posted on by Adam Reeves

Tax saving opportunities

It’s time to identify, plan for and potentially mitigate your tax burdens The Government has spent hundreds of billions on measures to support businesses and ...
Posted on by Adam Reeves

5 healthy financial habits you shouldn’t ignore

How to get your finances in order to make more of your money Do you feel like your financial life has been turned upside down ...
Posted on by Adam Reeves

Don’t miss the ISA deadline

Saving and investing for a future that matters There are many ways that you can save or invest. Individual Savings Accounts (ISAs) are an incredibly ...
Posted on by Adam Reeves

More over-55s forced to dip into pension pots

Understanding the different ways you can use your pension money The UK has seen a rise in the number of people accessing their pension pots ...
Posted on by Adam Reeves

New Year, new start to your finances

Taking time to understand your financial plans will really pay off At the start of every year, we have great intentions, as financial promises are ...
Posted on by Adam Reeves

Taxing times on the horizon!

Are you protected against future Capital Gains Tax rises? It is almost inevitable that taxes will have to rise to help meet the potential £391 ...
Posted on by Adam Reeves

Wealth needs managing – now more than ever

Achieving your financial goals through investing, and one size does not fit all Even as we hope to put the coronavirus (COVID-19) pandemic in the ...
Posted on by Adam Reeves

Bank of Mum and Dad

Make sure you can afford it and understand any tax implications Parents have always supported their children in lots of different ways. These days, growing ...
Posted on by Adam Reeves

Will the over-50s become a lost generation?

Older individuals who lose their jobs are less likely to secure re-employment Older workers are one group of people who are at risk of suffering ...
Posted on by Adam Reeves

Are you keeping too much in cash?

Savers holding onto extra cash during the COVID-19 pandemic Some savers are putting their hard-earned money at risk by holding too much on deposit. Savers ...
Posted on by Adam Reeves

‘Future self’

Boosting future retirement savings Young people are faced with a unique set of challenges when it comes to saving for retirement. One of these is ...
Posted on by Adam Reeves

The critical factor

Life-changing cover, for life-changing events The coronavirus (COVID-19) pandemic has caused many households to reassess their financial defences with the purchase of protection insurance. The ...

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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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