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Useful Articles

Showing Category: Adam Reeves

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Funding future care costs

‘The tragedy of old age is not that one is old, but that one is young’ With the UK’s population ageing, more people will be ...
On 6 April 2017, a new additional main residence nil-rate band (RNRB) was introduced, which allows for less Inheritance Tax to be paid in situations ...
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Advice matters

Do you have the time to keep fully up to speed with everything that’s going on? With a burgeoning choice of products on the market, ...
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Golden years

Unfortunately, some individuals do not realise the importance of planning for their retirement. The amount of money saved for retirement will eventually have a profound ...
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Navigating markets

UK and European investment company managers comment on the outlook post-Brexit On Wednesday 29 March, Article 50 of the Treaty of Lisbon was triggered, formally ...
Weighing up the tax-efficiency versus flexibility More than one in three retirement savers[1] are planning to rely on Individual Savings Accounts (ISAs) for the majority ...
Tactics investment fraudsters use to deceive over-55s The Financial Conduct Authority (FCA) is urging over-55s to check that investment opportunities are genuine before they part ...
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Untying the knot

Divorcees twice as likely to have no savings During a divorce, sorting out the finances is the most daunting part of a separation and divorce ...
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Pension freedoms

Retirement savers say they are still confused by the rules The second anniversary of the pension freedoms reforms took effect from April 2015, yet some ...
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Road to Brexit

Biggest investment planning challenge over the coming years for all investors Brexit has created an air of uncertainty, and no one really knows what’s coming ...
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Hello LISA

Saving for a first home or retirement at the same time The start of the new tax year on 6 April 2017 saw the launch ...
Millions of Britons face financial fallout should serious illness strike It’s easy to think that we will never be diagnosed with a critical illness, particularly ...

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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

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
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