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

New tax year

The key changes you need to know You want to pay the minimum amount of tax legally possible. We want that for you, too. The ...
Posted on by

Retirement income

Plan to enjoy the kind of lifestyle you want in later life ‘Will I be able to afford the retirement lifestyle I want?’ is a ...
Posted on by

Safeguarding your wealth

Steps to mitigate against Inheritance Tax Unforeseen life events and circumstances can potentially impact your finances in a number of ways. We can help you ...
Don’t let inflation reduce the value of your investment returns Inflation can have a significant impact on our finances in a number of ways. But ...
Posted on by

Trust in your investments

Investing for income or growth, or both Investment trusts are a well-established way of investing. Many investors prefer to invest in a fund rather than ...
Posted on by

Wealth protection

Planning your legacy Unforeseen life events and circumstances can potentially impact your finances in a number of ways. Believe it or not, you have an ...
Posted on by

Retirement options

Greater responsibility on individuals to plan for financial security in old age Deciding what to do with your pension pot is one of the most ...
Posted on by

No pain, no gain

Planning to get where you want to be Successful saving and investing is arguably a lot like exercise – no pain, no gain. As is ...
Posted on by

Brexit – what next?

Unintended consequences At the time of writing this article, the UK Government is still in negotiations with the European Union over the terms of its ...
Posted on by

Smart plans

Living a less complicated life! For anyone enjoying their retirement years and living a less complicated life, it can be easy to assume that you ...
Posted on by

Tax action

Getting your tax affairs in order before 5 April This time of year is your last chance to get your tax affairs in order before ...
Posted on by

Your ISA, your future

Time to reimagine how to invest more tax-efficiently? Each tax year, we are each given an annual Individual Savings Account (ISA) allowance. The ISA limit ...

Read our reviews

Vouched For
×

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
Read all our reviews here
×
Indices
Value Move   %     
FTSE 100
8,287.306.08 stock arrow0.07 stock arrow
FTSE All Share
4,524.883.34 stock arrow0.07 stock arrow
Currencies
Value Move   %     

Market Data

Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 30/11/2024 at 05:00 AM
×