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Useful Articles

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Avoid the mad March rush

Get a head start on your tax planning resolutions Although the current tax year does not end until 5 April 2019, tax planning shouldn’t be ...
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Should I stay or should I go now?

Key aspects that influence retirement decisions Whatever you want to do when you retire, the better prepared you are, the more rewarding it will be. ...
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Seeking a higher retirement income

Retirement needn’t be an all-or-nothing decision The onwards march of ‘pretirement’ – where people scale back on work or slow their retirement plans down rather ...
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Pensions shake-up

Getting away from the stresses of everyday life For many, the idea of retirement means getting away from the stresses of everyday life. But with ...
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Looking to the future

Taking the steps now to prepare yourself for retirement With increasing numbers of people working past traditional retirement ages[1], stopping work can seem a long ...
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Getting finances in order

Financial worries don’t just affect our waking hours Financial fears are creeping into sleeping hours, as new research shows money worries are a top cause ...
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‘Multi-jobbers’

Falling foul of the minimum earnings threshold The rules around pensions are continuously changing. To make the most of your retirement, it’s essential to receive ...
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Generation still taxed

Numbers nearly double in the last two decades With so much choice on offer, and with frequent rule changes and distinct tax benefits to consider, ...
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Financial protection

Families left in a precarious situation if the unforeseen were to happen We all intend that our plans will come good. But making sure that ...
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Positive outcomes

Impact investing without sacrificing returns or profits For those looking to make the world a better place, but not wanting to sacrifice returns or profits, ...
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Cash may not be king

Pension savers risk a significant tax bill For most people over the age of 55, it is now possible to cash in or unlock all ...
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Later retirement

Workers extend their careers for a multitude of reasons When do you plan to retire? Saving for your retirement is a lifelong undertaking – and ...

Read our reviews

Vouched For
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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

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
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