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Useful Articles

Showing Category: Adam Reeves

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Seize the day – today

Make your vision a reality Exactly how much you’ll need for a comfortable retirement will depend largely on your cost of living and lifestyle choices. ...
Nine in ten Britons are in danger of financial hardship – so what cover do you need? Britons are woefully under-protected should serious illness strike, ...
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Taking early retirement

Making the most of the next chapter in life With increasing numbers now working past traditional retirement ages[1], stopping work can seem a long way ...
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Retirement savings leap

But one in five young people still saving nothing The number of under-30s saving enough for retirement has risen sharply by 9%[1]. As the success ...
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Pension paralysis

Saving not found to be a financial priority for UK workers Worryingly, pension inertia is rife across the UK with many Britons failing to make ...
More retirees drawing pensions without LPAs People are generally living longer these days. Increasingly, more people are living well into their 80s and 90s – ...
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‘Pretirement’

Half of pensioners plan to work past retirement age The onwards march of ‘pretirement’ – where people scale back on work or slow their retirement plans ...
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Back to the future

Uncovering what really matters to you is the key to the planning process Have you ever thought about writing a letter to yourself to describe ...
Getting the date right can help you reach your destination sooner At some point you’ll say ‘goodbye’ to your co-workers, get into your car and ...
Families set to pay millions in unnecessary tax There’s a fundamental lack of awareness and understanding around Inheritance Tax, especially when it comes to how ...
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Transferring ISAs

Time to bring your investments together? If you have accumulated a number of Individual Savings Accounts (ISAs) over the years, keeping them all in one ...
Top reasons people gave for not taking out protection There are many things to consider when looking to protect you and your family. It may ...

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Vouched For
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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

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
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