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

Money’s too tight to mention

Planning financially for long-term sickness How would you pay the bills if you were sick or accidentally injured and couldn’t work? According to research by ...
Posted on by

Consolidating your pension pots

What you need to consider to ensure you don’t lose out Have you ever considered moving and consolidating your pension to another scheme or provider? ...
Posted on by

Generation X

Procrastinating when it comes to putting money aside for retirement People with birth dates between 1964 and 1979 are labelled ‘Generation X’ and are suffering ...
How professional financial advice can prove invaluable Few of us really have the time or inclination to understand the vast number of different investment products ...
Posted on by

Global Emerging Markets

Sector shows an increase over the year to date After a rocky few years, the Global Emerging Markets sector has picked up in 2016, with ...
Posted on by

Brexit

Catalyse, or sabotage? Supporters of the British vote to leave the European Union (EU) have heralded recent economic indicators as vindication that Brexit will act ...
Men narrow the gap on women when it comes to life expectancy Thanks to healthier lifestyles and advances in medicine, people are living longer lives. ...
Posted on by

Financially exposed

Do you have a financial plan in place to help protect your home? Taking out a mortgage is the biggest financial commitment many of us ...
Posted on by

Pension reforms

How the lifetime allowance reduction could impact on your retirement savings The Government has introduced comprehensive reforms to the pension rules over the previous few ...
Posted on by

Time is of the essence

Start thinking about preparing for any big events as soon as you can None of us know exactly what life’s got in store for us, ...
Posted on by

Saving for a rainy day

Understanding why your lifestyle makes it more relevant and real From the old adage of saving for a rainy day to planning for a comfortable ...
Posted on by

Savvy investors

Time to get wrapped up? How to shelter income and capital gains For long-term investors, Individual Savings Accounts (ISAs) are a very tax-efficient wrapper that ...

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
8,278.445.35 stock arrow0.06 stock arrow
FTSE All Share
4,525.953.47 stock arrow0.08 stock arrow
Currencies
Value Move   %     
Euro
1.190.00 stock arrow0.22 stock arrow
United States Dollar
1.320.01 stock arrow0.59 stock arrow

Market Data

Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 16/09/2024 at 09:00 PM
×