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Useful Articles

Showing Category: Adam Reeves

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Show me the money

Britons not researching their investments because it’s ‘time consuming’ and ‘complicated’ A new survey conducted by the Financial Services Compensation Scheme (FSCS) and the Financial ...
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Ins and outs of CGT

Ways to potentially reduce your Capital Gains Tax liability Capital Gains Tax (CGT) is a form of taxation imposed on profits earned from the sale ...
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Show me the money

Choosing an investment style that best suits your needs Investment styles are professional strategies used to create and manage portfolios. Different styles can range from ...
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Perfect storm

Major long-term ramifications for financial health and wellbeing A perfect storm of global and domestic factors has contributed to spiralling inflation in the UK, triggering ...
Harder to support bigger financial commitments of older generation parents Many people want to do what they can to ensure they maximise the amount they ...
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Tracing old and lost pensions

Nearly half of pension holders have lost track of some of their pension pots The lost pensions challenge in the UK has grown significantly in ...
Three in five Britons feel stressed about later life planning It’s only natural, in a world where most people are worried about things that are ...
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Don’t miss the ISA deadline

Use your tax-efficient allowance or lose it forever! Time is running out to take advantage of this year’s Individual Savings Account (ISA) allowances. You get ...
Helping you feel confident your family’s finances are secure With a New Year comes resolutions. Everyone should make a resolution to review their protection and ...
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Taxing times

Time for a tax health check? With the current tax year having begun on 6 April 2022, the clock is ticking and it is important ...
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Menopause in the workplace

Unique retirement planning challenges women face Women make up nearly half of the UK workforce, but many feel forced to reduce their hours at work, ...
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‘Phased retirement’

Pre-retirees starting their plans but will rising living costs halt their plans? Retiring early is a dream for many people and it is achievable for ...

Read our reviews

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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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 19/09/2024 at 02:00 AM
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