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Archive of Historical Marketing Materials

The documents in this section are provided for record-keeping purposes only and may relate to products, services or regulatory requirements that may have since changed. They should not be relied upon as current information or as a basis for making financial decisions. Please contact us for up-to-date information or advice.

eSmart Money January February 2017

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RSM Market Update January 2017

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US Presidential Election

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Guide to Wealth Management

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Guide to Professional Financial Advice – Planning for your long-term future

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Guide to Investment Matters – Creating the life you want

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eSmart Money November December 2016

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RSM Market Update October 2016

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Protecting Your Financial Plan

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eSmart Money September-October 2016

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Active & Passive Investment Management

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eSmart Money July August 2016

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eSmart Money May-June 2016

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Guide to Investment Planning 2016

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The New State Pension

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RSM Market Update April 2016

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Budget 2016

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eSmart Money March-April 2016

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RSM Market Update Feb 2016

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eSmart Money January-February 2016

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Wealth Preservation

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Guide to Investing in 2016

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Guide to Recent Pension Changes

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Guide to Inheritance Tax

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Autumn Spending Review

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Retirement Planning guide

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Lifetime Individual Savings Account Guide

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Protecting you and your Estate

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Guide to Your Retirement Options

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Read our reviews

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

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

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