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Useful Articles

Have you utilised all your year end tax planning deadline opportunities? As we near the 2017/18 tax year end on 5 April, if appropriate to ...
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Planning the future you want

Pension freedoms bring optimism and adventure to retirement Will I ever slow down? Do I have the right plans in place? Retirement is a chance ...
Be prepared if life throws something unexpected your way Unforeseen life events and circumstances can potentially impact your finances in a number of ways. Hundreds ...
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Pensions in divorce

Preparing for an independent future should a relationship break down When disputes arise within families, emotions run high and rash decisions are made. This is ...
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Investing for the future

Higher inflation and near-zero interest rates mean the responsible thing to do could be to invest rather than to save Many of us have been ...
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Countdown to retirement

Matching the living standards of those who have already retired Retirement can mean different things to different people. Understanding how much it will take to ...
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Millennial outlook

Pension saving high up on the list of workplace priorities Workers from the so-called ‘millennial generation’ are putting pension saving high up their list of ...
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Sleepwalking into retirement

Lack of pension knowledge among UK adults The UK’s middle-aged workers could be sleepwalking into retirement poverty. Four in ten people aged between 40 and ...
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ISA returns of the year

Taking control over where your money is invested tax-efficiently A new tax year is nearly upon us – and that means, for all diligent savers ...
Grow your money, and live the life you want The New Year is the perfect time to overhaul your life for the better, and one ...
Getting your affairs in order and planning what you want to pass on to loved ones Writing a Will may seem daunting – and with ...
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Sandwich generation

Not having enough money for retirement is the biggest concern Average life expectancy has generally been increasing, and for the ‘sandwich’ generation, saving for their ...

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Vouched For
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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

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
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