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Useful Articles

Showing Category: Adam Reeves
Posted on by Adam Reeves

Succession planning, a family affair

A delicate process that requires clear communication and effective planning Transferring wealth within a family is a delicate process that requires clear communication and effective ...
Posted on by Adam Reeves

Time to SIPP into financial freedom?

‘I want to take charge of my retirement savings’ A Self-Invested Personal Pension (SIPP) is more than just a pension. It’s a gateway to financial ...
Posted on by Adam Reeves

Balancing profit and planet

Striving to use impact to boost investment returns ESG (Environmental, Social and Governance) investing, a socially responsible investing approach, seeks to harmonise financial returns with ...
Posted on by Adam Reeves

Tax-saving measures

What actions to review before the 2023/24 year-end? Have you recently evaluated your personal tax situation? Is your tax structure optimised for efficiency? As we ...
Posted on by Adam Reeves

Changes to the State Pension

‘Triple Lock’ to increase by 8.5% from 6 April 2024 The State Pension is set to increase commencing on 6 April 2024 due to a ...
Posted on by Adam Reeves

National Insurance Contributions (NICs)

Significant reforms and rates cut for millions of workers National Insurance is a cornerstone of the welfare and benefits system. As a citizen, your contributions ...
Posted on by Adam Reeves

Navigating multiple pensions

Simplifying financial management, lowering charges and increasing future funds You may have worked with several employers throughout your career, accumulating multiple pension plans. This can ...
Posted on by Adam Reeves

Financial planning

A personal journey tailored to your unique financial situation and aspirations Financial planning isn’t a one-size-fits-all process. It is a personal journey tailored to your ...
Posted on by Adam Reeves

Mind the retirement gap

Crisis looming over today’s youth Today’s twenty-somethings are on the precipice of a retirement crisis. According to new research, if they don’t adjust their savings ...
Posted on by Adam Reeves

The Family Bank

Planning to aid the next generation According to new research, close to one in five (18%) of parents and grandparents have dipped into their own ...
Posted on by Adam Reeves

A timely proposition

Considering gilts for your investment portfolio? High interest rates make gilts an attractive option for some investors, especially higher rate taxpayers who benefit from the ...
Posted on by Adam Reeves

Aspiring towards retirement

Why many people experience a mixed bag of emotions on the subject Retirement is often envisioned as a time to unwind and indulge in our ...

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Vouched For
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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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