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Useful Articles

For the UK to leave the European Union, it has to invoke an agreement called Article 50 of the Lisbon Treaty. The Prime Minister, David ...
The UK’s exit from the European Union after 43 years is now set to happen. The vote by a majority of British people to leave ...
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Tax relief and pensions

Annual and lifetime limits Tax relief means some of your money that would have gone to the Government as tax goes into your pension instead. ...
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Planning for the future

Why it’s important to know your start and end points Reaching wealth goals and achieving personal ambitions are major objectives of the financial planning process. ...
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State benefit confusion

Families could be missing out on thousands Half (49%) of parents are confused by the array of state benefits available to them, and many don’t ...
Increasing the long-term value of your investments It’s natural to be looking for ways to smooth out your portfolio’s returns. Investing regularly can smooth out ...
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Lifetime allowance

Value of payouts from pension schemes The lifetime allowance is a limit on the value of payouts from your pension schemes – whether lump sums ...
What are the key reasons for shifting retirement patterns? New pension rules which give you far greater flexibility over what you can do with your ...
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Surviving a critical illness

More people could face financial hardship despite medical advances Most homebuyers purchase life assurance when they arrange a mortgage, but only a minority obtain another ...
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Asset mix

Even the best-planned portfolios need to be reviewed regularly It goes without saying that everyone should take some time to review their portfolios every once ...
Should you review your situation with further changes on the horizon? Inheritance Tax (IHT) affects not just the very rich – other people may be ...
Tax-free Dividend Allowance introduced under new system From April this year, the notional 10% tax credit on dividends has been abolished and replaced by a ...

Read our reviews

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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