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Useful Articles

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The power of a plan

How to create a personal financial plan in 8 steps When thinking about your future financial wellbeing, it can be helpful to consider a plan. ...
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Why now is the time to make sure you protect your wealth The word ‘inflation’ had barely featured in the market’s vocabulary in the last ...
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Getting ready to retire?

Bolstering your retirement lifestyle as you approach retirement  Have you ever wondered what you need to consider as you approach retirement? Whatever your concept of ...
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Ukraine-Russia crisis

Why investors should take a long-term perspective and not panic On the 24 February the Russian President, Vladimir Putin, ordered a military invasion against Ukraine. ...
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Smoothing market volatility

How to avoid trying to second-guess market movements Fear and worry is understandable, particularly as the coronavirus (COVID-19) outbreak led to the biggest daily drop ...
When it comes to marriage and money, it’s good to talk Millions of married couples have no idea about their spouse’s pensions and retirement plans, ...
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Retirement matters

How to boost your pension savings and help achieve your retirement goals sooner Are you ‘mid or late career’ or planning to retire within ten ...
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Advice for the “unretired”

Will I be able to retire when I want to? The changes in the retirement landscape mean that many people today are having to adjust ...
Five questions to ask before inflation really takes off ‘How can I protect my money from inflation?’ is a question that many people may be ...

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: 29/11/2024 at 11:00 PM
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