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Useful Articles

Showing Category: Adam Reeves

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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 ...
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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 ...
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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 ...
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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. ...
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 ...
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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 ...
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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 ...
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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 ...
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 ...
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 ...
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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 ...
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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 ...

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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
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