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Useful Articles

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Spring Budget 2017

What did it mean for your financial plans? The Chancellor of the Exchequer, Philip Hammond, delivered his Spring Budget to Parliament on 8 March 2017. ...
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Career kick-start

Parents feel it is their responsibility to support their children Despite footing the bill for further education, almost a quarter (23%) of parents worry that ...
5 million over-50s looking to make their money work harder Savers have had it extremely tough over many years now, and yet many still feel ...
Yield on equities and corporate bonds look understandably attractive People are living longer. Simple demographics mean that supplementary income is no longer a luxury – ...
UK equity income sector dividend outstrips inflation by 2% a year over 20 years After a sustained period of rock-bottom interest rates, investors have long ...
What you have and what you want to happen to it Everyone should have a Will, but it is even more important if you have ...
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Origins of wealth

Turning a vision into reality We understand that no two people are alike and that each of us will have a unique set of objectives. ...
New Inheritance Tax rules apply from 6 April 2017 Unforeseen life events and circumstances can potentially impact your finances in a number of ways. We ...
Taking control over where your money is invested tax-efficiently Each tax year, we are each given an annual Individual Savings Account (ISA) allowance. The ISA ...
Turbulence in the economy has left many feeling confused The UK’s decision to leave the EU has left over two million[1] people planning to change ...
Managing investment risk during turbulent markets A common mistake that some investors make is not diversifying their portfolio enough. To make sure investments are spread ...
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Pension booster

Setting goals for retirement Those who set tangible goals for the future could be £30,000 better off in retirement, according to new research. The Set ...

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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: 29/11/2024 at 11:00 PM
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