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Useful Articles

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Looking to the future

Cost of essentials is the most common perceived threat to over-55s While the rising cost of essentials is the most common perceived threat to over-55s’ ...
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Investment outlook

Taking advantage of opportunities in 2017 After a game-changing 2016, the investment environment was not only mixed but characterised by uneven global growth and political ...
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Delegating power

When you are unable to make your own decisions More than two million Lasting Power of Attorney (LPA) registrations will have been filed by the ...
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Gender savings gap widens

Report findings suggest this trend is set to continue Half of women (52%) are now saving adequately for their retirement compared to 60% of men, ...
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2016/17 Year End Planning

Keeping your taxes as low as possible – what you may wish to consider sooner rather than later The 2016/17 year end for tax planning ...
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Top Trump

Winners and losers from the seismic US election result After a long and brutal US presidential election campaign, Donald Trump emerged victorious, winning 279 electoral ...
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Financial futures

Building a nest egg for when children need it The prospect of a child leaving home is scary enough for parents – and then there’s ...
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Generational investing

Implications in a fast-changing world The motivations and values of Generation Y born between 1980 and 1999 and how these impact their behaviour as investors ...
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Appetite for risk

Striking the right balance is important to avoid losses While diversification is important, you should keep in mind how much risk you are prepared to ...
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Investment matters

Creating the life you want Anything is possible when you manage your money the right way. Whatever your goals in life are, careful planning and ...
How could this election result impact on the markets? Businessman and reality television personality Donald Trump became the Republican Party’s presidential nominee on 19 July ...
Three-year growth in adequate retirement saving steadies Nobody knows quite what the future holds. Changing life plans and priorities will mean we encounter varying income ...

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: 29/11/2024 at 08:00 PM
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