| 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

Retired couple sat on a beach looking out at the ocean
Posted on by Adam Reeves

State Pension

Half a million workers past pension age could be paying unnecessary tax A significant number of people working past the State Pension age could be ...
Businessman enjoying a coffee while looking at financial figures on a laptop
Posted on by Adam Reeves

Tracing a lost pension

Nearly £20 billion unclaimed money and growing The scale of the UK’s lost pensions mountain has been exposed by the largest study yet on the ...
Retired couple barefoot in the sand stood looking out at the ocean
Posted on by Adam Reeves

Freetirees

Pension freedoms usher in a new generation The introduction of pension freedoms has been a huge enabler for over-55s, allowing millions to draw income from ...
Silhouette of couple on a luxury yacht
Posted on by Adam Reeves

Inheritance Tax

No longer something that only affects the very wealthy Inheritance Tax is no longer something that only affects the very wealthy, but the good news ...
Woman sat on the end of a small pier enjoying the beautiful landscape
Posted on by Adam Reeves

Workplace pension savings

Employees contribute higher pension payments On 6 April 2019, the minimum level of auto-enrolment contributions increased to 8% of earnings, made up of 3% from ...
Partial view of the London Gherkin building
Posted on by Adam Reeves

Building a diverse portfolio

Time, patience and making informed decisions Making sense of today’s market headwinds and building a diverse portfolio should be key priorities for all investors. Whether ...
Happy retired couple looking at a document
Posted on by Adam Reeves

New tax year

The key changes you need to know You want to pay the minimum amount of tax legally possible. We want that for you, too. The ...
Swimmer walking into the ocean
Posted on by Adam Reeves

Retirement income

Plan to enjoy the kind of lifestyle you want in later life ‘Will I be able to afford the retirement lifestyle I want?’ is a ...
Mother embracing daughters with a kiss
Posted on by Adam Reeves

Safeguarding your wealth

Steps to mitigate against Inheritance Tax Unforeseen life events and circumstances can potentially impact your finances in a number of ways. We can help you ...
Woman fed up with her finances
Posted on by Adam Reeves

Money’s too tight to mention

Don’t let inflation reduce the value of your investment returns Inflation can have a significant impact on our finances in a number of ways. But ...
Landscape view of London
Posted on by Adam Reeves

Trust in your investments

Investing for income or growth, or both Investment trusts are a well-established way of investing. Many investors prefer to invest in a fund rather than ...
Beautiful estate with swimming pool
Posted on by Adam Reeves

Wealth protection

Planning your legacy Unforeseen life events and circumstances can potentially impact your finances in a number of ways. Believe it or not, you have an ...

Read our reviews

Vouched For
×

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

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
Read all our reviews here
×
Indices
Value Move   %     
FTSE 100
8,328.7275.04 stock arrow0.91 stock arrow
FTSE All Share
4,556.5944.99 stock arrow1.00 stock arrow
Currencies
Value Move   %     
Euro
1.190.00 stock arrow0.04 stock arrow
United States Dollar
1.330.00 stock arrow0.08 stock arrow

Market Data

Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 20/09/2024 at 06:00 AM
×