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

Healthier lifestyles and feeling happier about financial planning for retirement An increasing number of middle-aged Britons are getting healthier as they exercise more and eat ...
Posted on by

Wealth preservation

Reducing Inheritance Tax means taking action now Without professional advice and careful financial planning, HM Revenue & Customs (HMRC) can become the single largest beneficiary ...
Make sure you don’t run out of money or face a reduced standard of living Increasingly, more and more pensioners are keeping much of their ...
Posted on by

Market matters

Don’t let current global uncertainties affect your financial planning It’s important not to let current global uncertainties affect your financial planning for the years ahead. ...
Posted on by

Financial resilience

How prepared are you for any financial shocks? Over three million working couples are classed as ‘double income, no option’ (DINOs), which means they are ...
Posted on by

New lease of life

Pensioners embracing the benefits of retirement and new-found time As with any new life stage, planning often helps a smooth transition from the old to ...
Have you utilised all your year end tax planning deadline opportunities? As we near the 2017/18 tax year end on 5 April, if appropriate to ...
Posted on by

Planning the future you want

Pension freedoms bring optimism and adventure to retirement Will I ever slow down? Do I have the right plans in place? Retirement is a chance ...
Be prepared if life throws something unexpected your way Unforeseen life events and circumstances can potentially impact your finances in a number of ways. Hundreds ...
Posted on by

Pensions in divorce

Preparing for an independent future should a relationship break down When disputes arise within families, emotions run high and rash decisions are made. This is ...
Posted on by

Investing for the future

Higher inflation and near-zero interest rates mean the responsible thing to do could be to invest rather than to save Many of us have been ...
Posted on by

Countdown to retirement

Matching the living standards of those who have already retired Retirement can mean different things to different people. Understanding how much it will take to ...

Read our reviews

Vouched For
×

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
Read all our reviews here
×
Indices
Value Move   %     
FTSE 100
8,181.47-60.24 stock arrow-0.73 stock arrow
FTSE All Share
4,467.47-36.29 stock arrow-0.81 stock arrow
Currencies
Value Move   %     
Euro
1.180.00 stock arrow0.03 stock arrow
United States Dollar
1.310.00 stock arrow0.00 stock arrow

Market Data

Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 08/09/2024 at 05:00 AM
×