Useful Articles | Reeves Financial

Protect your finances

Posted on August 10, 2022 by Adam Reeves

How to maintain your financial wellbeing

As interest rates continue to rise, there are a few things that you can do to make sure your personal finances remain in good standing. It is always important to remain on top of your finances, but especially during times of rising interest rates, as many people start to feel the squeeze. Continue reading “Protect your finances” →

Solid returns

Posted on August 10, 2022 by Adam Reeves

What investors need to know

The global stock markets can be highly volatile, with wide-ranging annual, quarterly, even daily swings. Although this volatility can present significant investment risk, when correctly harnessed, it can also generate solid returns for shrewd investors.

Continue reading “Solid returns” →

Retirement planning

Posted on August 10, 2022 by Adam Reeves

Inflation, political and general economic impacts

There are a number of factors to consider when deciding whether or not to delay your retirement. Inflation is one important factor. Over time, the purchasing power of your money can decrease significantly, making it harder to maintain your standard of living in retirement.

Continue reading →

Tips for a healthy pension as you approach retirement

Posted on August 10, 2022 by Adam Reeves

What really important retirement questions should you be asking?

As you approach the last five years before your retirement, there will be a lot of things to consider. You’ll need to think about your finances, your health, your housing situation and your plans for the future to live comfortably in retirement.

Continue reading “Tips for a healthy pension as you approach retirement” →

What are the signs you’re really ready to retire?

Posted on August 10, 2022 by Adam Reeves

No one-size-fits-all answer to this question

When is the right time to retire? There’s no one-size-fits-all answer to this question – it depends on your personal circumstances. However, there are a few things to consider that may help you decide when the right time for you is.

Continue reading “What are the signs you’re really ready to retire?” →

How to reduce Inheritance Tax by leaving a gift

Posted on August 10, 2022 by Adam Reeves

Planning for your wealth preservation and the eventual transfer of that wealth

When you’ve worked hard and invested carefully to build your wealth, you want to look after it. That’s why it’s important to plan for your wealth preservation and the eventual transfer of that wealth.

Continue reading “How to reduce Inheritance Tax by leaving a gift” →

Self-employed vulnerable to financial shocks

Posted on July 12, 2022 by Adam Reeves

New research highlights that 81% aren’t seeking financial advice

As more and more people reject the traditional working structure in favour of becoming self-employed, some people could be at risk of financial insecurity as they lose out on employee benefits that offer protection in the present, and financial planning for the future.

Continue reading “Self-employed vulnerable to financial shocks” →

Managing the impact on your pension

Posted on July 12, 2022 by Adam Reeves

Just two out of five have planned for inflation in retirement

Retirement planning can be complex at the best of times, so it is easy to understand how some people can find it daunting to take into account factors like inflation. The reality is that inflation hurts everyone, but it can be especially harmful to retirees.

Continue reading “Managing the impact on your pension” →

Rising cost of living crisis

Posted on July 12, 2022 by Adam Reeves

3 tips to maintain your financial wellbeing

The rising cost of living is one of the most pressing issues facing many families today. The price of food, energy, fuel and other necessities has risen significantly in recent months. This has made it difficult to make ends meet and has put a strain on many household budgets.

Continue reading “Rising cost of living crisis” →

Passing on wealth to the next generation

Posted on July 12, 2022 by Adam Reeves

30 million parents want to leave wealth in their Will

Millions of Britons say they want to plan to pass on wealth to their children and grandchildren in a Will – but fewer than half have written one, according to new research[1].

Continue reading “Passing on wealth to the next generation” →

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 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

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 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

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 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 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

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How to maintain your financial wellbeing

What investors need to know

Inflation, political and general economic impacts

What really important retirement questions should you be asking?

No one-size-fits-all answer to this question

Planning for your wealth preservation and the eventual transfer of that wealth

New research highlights that 81% aren’t seeking financial advice

Just two out of five have planned for inflation in retirement

3 tips to maintain your financial wellbeing

30 million parents want to leave wealth in their Will