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Useful Articles
Posted on by Adam Reeves

The power of dividends

How can they assist investors in expanding their portfolios? Dividends have long been a vital part of the investment process. For many investors, dividends help ...
Posted on by Adam Reeves

Why silence costs families

Planning, talking, and protecting more of your legacy from tax and disputes Death and money are two of life’s unavoidable realities, yet they remain subjects ...
Posted on by Adam Reeves

When is the right time to invest?

Why market timing rarely works—and why long‑term consistency matters Some people delay investing because they’re waiting for “the right moment.” The idea of buying when ...
Posted on by Adam Reeves

Almost half of UK adults are unaware of their pension savings

New data uncovers a concerning gap in pension awareness and confidence across all generations In the UK, nearly half of working-age adults cannot estimate the ...
Posted on by Adam Reeves

VAT on private school fees: the increasing cost of education

How new tax rules are reshaping family finances and long-term planning From 1 January 2025, private schools across the UK were required to apply 20% ...
Posted on by Adam Reeves

Pensions to fall under Inheritance Tax rules from April 2027

How upcoming changes could affect estate valuations and beneficiary payouts In the previous 2024 Autumn Budget, the Chancellor announced that the Inheritance Tax (IHT) thresholds, ...
Posted on by Adam Reeves

Protect your retirement plans by investing more today

Why larger pension contributions can have a significant impact Pensions are a crucial component of financial planning, particularly for individuals seeking to secure a comfortable ...
Posted on by Adam Reeves

Planning for early retirement

Is it time to move forward towards your financial freedom? Early retirement appeals to many, driven by reasons such as a desire to travel or ...
Posted on by Adam Reeves

Why remaining invested supports long-term growth

Unlocking the potential of your investments and securing your financial future When it comes to growing your finances, few decisions are as crucial to long-term ...
Posted on by Adam Reeves

Do you have multiple pension pots to keep track of?

When leaving a job, how to stay updated on your retirement savings Changing jobs often signals the start of an exciting new chapter, bringing fresh ...
Posted on by Adam Reeves

Passing on wealth through trusts

Is it the right moment to begin safeguarding your wealth for the future? A UK trust is a legal arrangement in which one party holds ...
Posted on by Adam Reeves

Is it time to invest in your grandchildren’s future?

Protect their future with strategic planning to leave a lasting legacy Investing for your grandchildren isn’t just about giving wealth; it’s about creating opportunities and ...
Posted on by Adam Reeves

What is the right mix of investments for you?

Finding the right balance for your financial goals is key Your investment mix is essential for your long-term investment success and shapes your suitable strategy. ...
Posted on by Adam Reeves

Principles of successful investing

Building wealth in an uncertain world It’s not surprising that the world of investing can seem complex. Investors today are confronted with ever-changing market conditions, ...
Posted on by Adam Reeves

Planning a wealthy retirement

Secure your future with smart financial choices Employers are legally required to provide staff with access to a pension scheme, while anyone self-employed or unemployed, ...

Read our reviews

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

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
Read all our reviews here
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Market Data

Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 27/11/2025 at 07:00 AM