| 01403 333145 | 01342 612502 | 01293 922240
Logo
CLOSEMENU

Request a call back

Callback Form

For more information or advice, please fill in your details below and we will contact you shortly.

Sending
×

Useful Articles

Showing Category: Adam Reeves
Posted on by Adam Reeves

Festive financial gifts

Deciding on the right investments for the children in your life As the festive season approaches, have you thought about gifting your children or grandchildren ...
Posted on by Adam Reeves

Grow your money

Invest in a better future Retirement planning is one of the most important investments you can make towards your retirement, to ensure you experience the ...
Posted on by Adam Reeves

Investing principles

Focus on what you can control The deep global economic shock and uncertainty surrounding the coronavirus (COVID-19) pandemic has made everyone rethink their finances and ...
Posted on by Adam Reeves

Financial action plan

10 steps to help you build a better financial future In these uncertain times, it can help to focus on the things you can control. ...
Posted on by Adam Reeves

New rescue deal for jobs and firms

Chancellor Rishi Sunak unveils three extra support measures Chancellor of the Exchequer, Rishi Sunak, unveiled further support on 22 October 2020 for jobs and workers ...
Posted on by Adam Reeves

Planning for succession

How you will ‘slice up your wealth pie?’ There is no easy way to say it – anticipating one’s death is an uncomfortable topic. Yet ...
Posted on by Adam Reeves

State Pension age rises

How could the change impact on your retirement plans? For the first time in over a decade, the point at which people can claim a ...
Posted on by Adam Reeves

Future financial health

Taking the time to take back control over retirement savings With all that has been going on in the world this year, for many people ...
Posted on by Adam Reeves

Revolutionising the retirement landscape

Navigating complex decisions to shape your retirement finances Pension freedoms have put a greater onus on people to keep themselves informed of their options when ...
Posted on by Adam Reeves

Caveat emptor: ‘let the buyer beware’

Increase in victims of financial scams related to COVID-19 As a result of the coronavirus (COVID-19) pandemic, there has sadly been an increase in the ...
Posted on by Adam Reeves

Setting up a new life

One of the freedoms of retirement is getting to choose where to live What makes a good place to retire? It’s one of the most ...
Posted on by Adam Reeves

Care in later life

Making the difficult choice between live-in care and a care home One of the biggest challenges of the 21st century is Britain’s ageing population. As ...

Read our reviews

Vouched For
×

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

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
Read all our reviews here
×
Indices
Value Move   %     
FTSE 100
8,292.37-36.35 stock arrow-0.44 stock arrow
FTSE All Share
4,537.14-19.45 stock arrow-0.43 stock arrow
Currencies
Value Move   %     
Euro
1.190.00 stock arrow0.23 stock arrow
United States Dollar
1.330.00 stock arrow0.24 stock arrow

Market Data

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