Useful Articles | Reeves Financial

Post-lockdown boost to financial wellbeing fades

Posted on November 18, 2021 by Adam Reeves

Continuing impact on people’s physical health and financial wellbeing
The coronavirus (COVID-19) pandemic has had, and will continue to have, a major impact on our lives. It is not just impacting on people’s physical health but also their financial wellbeing. The economic consequences of the COVID-19 outbreak for some people will make it harder for them to achieve their financial goals. Continue reading “Post-lockdown boost to financial wellbeing fades” →

Investing with impact

Posted on November 18, 2021 by Adam Reeves

How ESG creates long-term value
It’s no secret that the growth of Environmental, Social and Governance (ESG) investments in recent years has been fundamental. Continue reading “Investing with impact” →

Generation vexed

Posted on November 18, 2021 by Adam Reeves

A third of Gen Xers not confident they can fund their retirement
One in three (31%) Generation X members (those born between 1965 and 1980) do not feel confident they will be able to work for as long as they need to fund their retirement needs, due to concerns around health and age. Continue reading “Generation vexed” →

Pandemic triggers shift to saving

Posted on November 18, 2021 by Adam Reeves

People thinking more about their spending and financial priorities
The coronavirus (COVID-19) pandemic has lead to more people re-thinking how they spend and manage their money, with more than half (51%) now prioritising saving for an unexpected event or loss of income, research published suggests[1]. Continue reading “Pandemic triggers shift to saving” →

Planning for early retirement

Posted on November 18, 2021 by Adam Reeves

What are the financial consequences to stopping work in your 50s?
Early retirement may be the ultimate dream for some, but the coronavirus (COVID-19) pandemic made it the only option for many. Figures from the Office for National Statistics show that over-50s had the highest redundancy rate between December 2020 and February 2021[1]. Continue reading “Planning for early retirement” →

The power of a plan

Posted on November 18, 2021 by Adam Reeves

How to create a personal financial plan in 8 steps
When thinking about your future financial wellbeing, it can be helpful to consider a plan. It is a good idea to have a clear sense of what you want from life and use this as a guide for making important decisions. Continue reading “The power of a plan” →

Are you financially prepared for a baby?

Posted on October 25, 2021 by Adam Reeves

Focusing on your baby and their financial future

Becoming a parent for the first time is exciting, unpredictable, and of course, a little daunting. For some new parents it can also be overwhelming. Suddenly, you are not only responsible for yourself, but another person who depends on you for everything. It also forces you to address financial issues you may not have had to focus on in the past.

Continue reading “Are you financially prepared for a baby?” →

Accidental savers

Posted on October 25, 2021 by Adam Reeves

How the pandemic has reduced workers’ expenses

Figures for the entire economy conceal a great deal of variation in terms of the impact COVID-19 has had on household finances. Whilst millions of people have undoubtedly suffered considerably, a significant minority have found their financial position strengthened, with income largely unchanged and spending reduced.

Continue reading “Accidental savers” →

Financial resilience once you have stopped working

Posted on October 25, 2021 by Adam Reeves

Who is well placed to cope with life events?

Part of being financially capable is being financially resilient. This means that we are faced with the challenge of working out how much to save to maintain our standard of living when we have stopped earning.

Continue reading “Financial resilience once you have stopped working” →

State pension

Posted on October 25, 2021 by Adam Reeves

How this fits in to overall pensions received

You don’t automatically receive your state pension, you have to claim it. You have the option to either claim your state pension or delay it by deferring claiming your pension income that you are due.

Continue reading “State pension” →

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 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 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

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 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 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 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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Focusing on your baby and their financial future

How the pandemic has reduced workers’ expenses

Who is well placed to cope with life events?

How this fits in to overall pensions received