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Resources / Downloads

IFA Horsham, East Grinstead and Crawley Resources Downloads

Guide to Financial Advice During Divorce

Click here to download PDF

Guide to Planning and Preparing for Retirement

Click here to download PDF

Guide to Mastering Financial Fitness

Click here to download PDF

Guide to New Year Strategies

Click here to download PDF

Guide to Mastering Individual Savings Accounts

Click here to download PDF

Guide to End of Tax Year Planning

Click here to download PDF

Guide to Income Protection

Click here to download PDF

Guide to Principles of Building Wealth

Click here to download PDF

Guide to Personal Protection

Click here to download PDF

eSmart Money January/February 2025

Click here to download PDF

eSmart Money November December 2024

Click here to download PDF

Autumn Budget 2024

Click here to download PDF

Guide to Financial Planning for Business Owners

Click here to download PDF

Guide to Later Life Care

Click here to download PDF

Guide to Trusts

Click here to download PDF

eSmart Money Sept Oct 2024

Click here to download PDF

eSmart Money July August 2024

Click here to download PDF

Guide to Building a Bigger Pension

Click here to download PDF

Guide to Estate Planning

Click here to download PDF

Guide to Individual Savings Accounts

Click here to download PDF

eSmart May – June 2024

Click here to download PDF

eSmart Money March – April 2024

Click here to download PDF

Top 10 Fundamentals

Click here to download PDF

Protecting Your Family

Click here to download PDF

Navigating Retirement

Click here to download PDF

Spring Budget March 2024

Click here to download PDF

Guide to Financial Planning for the New Year

Click here to download PDF

Guide to Individual Savings Accounts

Click here to download PDF

Guide to Year End Tax

Click here to download PDF

eSmart Money Jan-Feb 2024

Click here to download PDF

Autumn Statement 2023

Click here to download PDF

eSmart Money November December 2023

Click here to download PDF

Guide to Preparing your Finances

Click here to download PDF

Guide to Making a will

Click here to download PDF

Guide to Effective Wealth Creation

Click here to download PDF

Guide to Trace a Lost Pension

Click here to download PDF

Read our reviews

Vouched For
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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

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
Read all our reviews here
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