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Useful Articles

Showing Category: Adam Reeves

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Rewritten retirement rules

Looking to discover what you can do with your pension pot? In 2015, the retirement rules were rewritten. The rules, which came into effect from ...
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Silver splitters

Financial fall-out of divorcing in middle age While the number of couples divorcing has decreased in recent years[1], with 91,299 cases in 2018 compared to ...
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Delaying retirement

Pandemic forcing a widespread rethink of retirement plans The coronavirus (COVID-19) pandemic crisis has thrown some of the nation’s retirement plans up in the air. ...
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Take it to the max

How to make the most of the various pension allowances Saving into a pension is one of the most tax-efficient ways to save for your ...
Why working and retirement are no longer binary terms Giving up the 9-to-5 doesn’t necessarily mean stopping work. Many people are now considering staggered or ...
Impact of coronavirus (COVID-19) on Will making We are living in extraordinary times right now, in the grip of a global coronavirus (COVID-19) pandemic. Many ...
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Investing during retirement

Why it’s important not to view your portfolio with an element of finality Retirement is a major accomplishment for most people. You’ve worked hard all ...
Living in a place where the lifestyle and cost of living matches your financial situation Are you ready to spend your golden years in comfort, ...
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Retirement freedoms

Ensure your future income will allow you to enjoy the lifestyle you want Preparing for retirement is like getting ready for a journey, it never ...
Impact on the nation’s wealth and financial security It is becoming uncomfortably clear that while not everyone has been physically affected by coronavirus (COVID-19), every ...
Increased investor focus on environmental, social and governance considerations Environmental, social, and governance (ESG) issues continue to be a priority for many investors. Your values ...
Preparing ourselves for life to be really strange for some time The only constant in life is change, which is why individual financial life planning ...

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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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