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Useful Articles

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Tax-efficient shelters

Use your ISA allowance or lose it forever Even though the Individual Savings Account (ISA) deadline may be a number of months away, and despite ...
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Money lessons

5 tips that add up to teaching your child about money matters Understanding how money works is an essential life skill. Unfortunately, for a lot ...
Government’s bid to ensure ‘pension age equalisation’ On 3 October, campaigners lost a significant legal battle against the Government’s handling of the rise in women’s ...
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For richer, for poorer

Pension and asset advice should be part of the divorce process Divorce – it’s one of the most difficult subjects to talk about. The emotional ...
How much will you need to save to afford a comfortable retirement? There is a widespread and common-sense-based perception, backed to some extent by evidence, ...
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Cultivate the art of patience

Avoid knee-jerk reactions by focusing on long-term investment objectives Creating and maintaining the right investment strategy plays a vital role in securing your financial future. ...
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Tax-wise

Make the most of your valuable allowances, reliefs and exemptions Once we enter January, the end of the 2019/20 tax year will be just over ...
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Lasting the distance

The early retirement dream lives on, but at what cost? Whether you choose or need early retirement, having a plan can give your money the ...
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Taxing times ahead

Don’t be penalised by the tax system when you exercise your freedoms The ‘pension freedom’ reforms of 2015 were welcomed by consumers, as they vastly ...
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What’s important to you?

Reaching those milestones starts with setting clear financial goals We all have dreams for the future, and many of those dreams require money and planning ...
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Unlocked pension savings

Critical gap in consumer awareness Drawdown allows most pension holders to withdraw a tax-free lump sum and reinvest the remainder as an income. But hundreds ...
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Lost pensions

Make sure your pension savings don’t get left behind The employment landscape has evolved significantly over the last few decades, and changing jobs multiple times ...

Read our reviews

Vouched For
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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

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
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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 20/09/2024 at 09:00 AM
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