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Useful Articles

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Keeping it in the family

Careful planning can reduce or even eliminate the Inheritance Tax payable Intergenerational planning helps you put financial measures in place to benefit your children later ...
Considering making contributions ahead of the tax year end? Investing for the future is vital if you want to enjoy a financially secure retirement, and ...
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Plan for the life you want

Building up your nest egg is more discipline than difficult For today’s retirees, retirement has changed almost beyond recognition since their parents’ day. Building a ...
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Pension unlocking

Treasury enjoying a tax bonanza from pension withdrawals Following changes introduced in April 2015, you now have more choice and flexibility than ever before over ...
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Exploring your ISA options

Time to give your financial future a boost? The end of the tax year on 5 April is fast approaching, so make sure you’ve made ...
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Planning opportunities

Making new year’s tax saving resolutions At this time of year, we think about new year’s resolutions, and it’s also a good time to start ...
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State Pension

Move to equalise male and female pension ages Women will now start to qualify for the State Pension at the same age as men, currently ...
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Protecting your identity

Common ways fraudsters can steal your personal information Identity theft is frighteningly widespread. No one can prevent all identity theft, and cybercriminals are getting more ...
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Festive gifts

Building wealth for a solid financial future As a parent, guardian or grandparent, you’ll want to provide the best future for your children or grandchildren ...
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Funding your golden years

Tax aspects require careful planning after recent government changes Pensions have the reputation of being confusing, but they needn’t be. Private pensions are usually used ...
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Pension freedoms

Taking responsibility for funding our own retirement Although each generation will likely face different challenges and opportunities, achieving retirement readiness will require actions common to ...
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Market exposure

Build a portfolio that meets your needs The earlier you commit to an investment strategy, the longer your money can work in the market. However, ...

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 10:00 PM
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