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Useful Articles

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Empty nest, empty wallet

Parents putting financial health at risk to fund university costs When it comes to funding a university education, it is parents and grandparents who typically ...
Two in three agree living with family is beneficial Multi-generational households could be set to grow in popularity as property costs continue to rise. A ...
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Splashing the cash

New ‘YOLO’ generation gambling with their financial future The prospect of saving for tomorrow may feel too distant for some, but to achieve long-term goals ...
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Investment matters post-Brexit

Facing new challenges at every turn to meet long-term objectives We are now living in a more uncertain world, and for many investors they are ...
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What next post-Brexit?

Economic and financial outlook As a result of the UK voting for Brexit (apart from the political turmoil), sterling has dropped significantly against the US ...
Taking an active interest in your retirement savings Millions of savers currently spend very little time reviewing their pensions, with more than a quarter of ...
A quarter of us could only afford to pay household bills for a maximum of three months Protecting your family should underpin financial planning, and ...
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Retirement freedoms

What are the income options for your pension? Deciding what to do with your pension savings is an important step we will all have to ...
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Advent of crowdfunding

Innovation in both finance and technology One of the main innovations in both finance and technology over the past few years has been the advent ...
Consolidating your separate pensions into one single pension wrapper If you’ve accumulated numerous workplace pensions over the years from different employers, it can be difficult ...
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Alternative assets

Investment company growth story of the decade Over a third of the investment company sector is invested in alternative assets as research suggests from the ...
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Advice with you in mind

One of the most important relationships you may ever have Few people really have the time to understand the significant number of financial products on ...

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: 08/09/2024 at 04:00 AM
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