| 01403 333145 | 01342 612502 | 01293 922240
Logo
CLOSEMENU

Request a call back

Callback Form

For more information or advice, please fill in your details below and we will contact you shortly.

Sending
×

Useful Articles
Posted on by Adam Reeves

Thinking ahead

How our retirement plans may change in response to the coronavirus pandemic The coronavirus (COVID-19) pandemic has touched virtually every part of our lives and ...
Posted on by Adam Reeves

Income protection insurance

How will you pay the bills if you were sick or injured and couldn’t work? There is a growing unease about the economic fallout of ...
Posted on by Adam Reeves

Moving closer to retirement

Delay taking your pension if you can For those people moving closer to retirement who may have been impacted by the recent market volatility, an ...
Posted on by Adam Reeves

Coronavirus investment scams

If it sounds too good to be true, it probably is Fraudsters are getting more sophisticated, particularly with investment scams. They can be articulate and ...
Posted on by Adam Reeves

Market fluctuations

Investments that best align with your financial goals Without a plan, investors are prone to making knee-jerk reactions when there are swings in the market. ...
Posted on by Adam Reeves

What are you waiting for?

COVID-19 pandemic has made more people think about just how crucial it is to make a Will Since the outbreak of coronavirus (COVID-19), the number ...
Posted on by Adam Reeves

Working remotely

10 essential tips how to work from home effectively Prior to the coronavirus (COVID-19) pandemic outbreak, we might have imagined working from home as the ...
Posted on by Adam Reeves

How secure is the future of your family or business?

Projecting ourselves into the future to see what’s around the next bend is not an easy thing to do Given the current situation during this ...
Posted on by Adam Reeves

Managing volatility

Diversification is paramount in uncertain times The outbreak of coronavirus (COVID-19) has understandably been dominating the news headlines. Market fear over the escalating global spread ...
Posted on by Adam Reeves

Beware of pension fraudsters

Safeguard your hard-earned retirement savings from COVID-19 scammers Fraudsters are exploiting fears over the COVID-19 pandemic to target pension savers and investors. The Pensions Regulator, ...
Posted on by Adam Reeves

Coronavirus impact on the global economy

It’s more important than ever to stay the course The coronavirus (COVID-19) outbreak is first and foremost a human tragedy, affecting hundreds of thousands of ...
Posted on by Adam Reeves

Focus on long-term horizons

Time in the market, not timing the market During this difficult time, fear and worry are understandable, particularly as the coronavirus (COVID-19) outbreak led to ...

Read our reviews

Vouched For
×

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

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
Read all our reviews here
×
Indices
Value Move   %     
FTSE 100
8,275.660.06 stock arrow0.00 stock arrow
FTSE All Share
4,472.12-0.33 stock arrow-0.01 stock arrow
Currencies
Value Move   %     
Euro
1.16-0.05 stock arrow0.00 stock arrow
United States Dollar
1.33-0.02 stock arrow0.00 stock arrow

Market Data

Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 21/04/2025 at 04:00 AM
×