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Useful Articles

Showing Category: Adam Reeves

We wanted to take a moment to update you on our response to the coronavirus (COVID-19) pandemic, and the steps we’re taking to ensure the ...
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Portfolio diversification

Don’t put all your eggs in one basket Portfolio diversification is the foundational concept of investing. It’s a risk management strategy of combining a variety ...
Planning ahead for the financial future you want Planning for retirement can be both exciting and daunting. It’s essential to structure your affairs to make ...
Maximise your wealth creation – don’t miss the deadline Whatever you’re putting money aside for, there’s likely to be a role for Individual Saving Accounts, ...
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Preserving your legacy

How to keep your wealth in the family Are you worried about leaving an inheritance to your loved ones and then having them pay tax ...
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Planning for tomorrow

Will my retirement income be enough to live comfortably? The questions our clients almost always ask us are: ‘Will I be able to retire when ...
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Top 4 tips for good tax planning

What should I consider before the end of this tax year? The end of the 2019/20 tax year is fast approaching, and there are a ...
Planning ahead helps ensure that you’re on track You work hard to enjoy your current lifestyle, but are you doing enough to ensure that you ...
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Age is just a number

What rising life expectancy could mean for you We know that age is just a number, and for different people it means different things. It’s ...
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2020 financial resolutions

What does wealth look like to you? Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us have probably made ...
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Retiring abroad

Prior preparation is key for a smooth transition into your new life It’s a dream for many that after years of hard work, it’s finally ...
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Life is full of uncertainties

If the worst were to happen, would your bills still get paid? Everyone should consider protection, even those who don’t have a family or a ...

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Vouched For
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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

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

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
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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 20/09/2024 at 01:00 PM
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