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Useful Articles

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Who pays for long-term care?

Ensure you’re well-placed to fund any future care needs Many people prefer to avoid the subject of long-term care. Most find it hard to contemplate ...
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The role of trusts

Providing timely financial support to your loved ones when they need it most Ensuring the financial security of loved ones is a paramount concern in ...
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Retirement readiness in your 50s

Now is the time to make sure you know how much you need to save As you enter your 50s, retirement looms larger on the ...
Why retirement planning needs to account for longevity risk Embarking on your retirement journey is a significant milestone filled with possibilities and new beginnings. However, ...
How to prevent misunderstandings and lay the groundwork for mutual financial success Embarking on a financial journey with your partner can be both exciting and ...
Financial strategies are not immune to the impacts of life’s changes As the new year approaches, it brings a sense of renewal and opportunity—an ideal ...
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Have you secured your legacy?

The vital role of Wills in estate planning Legacy planning holds different meanings for different individuals. For some, it is about ensuring their loved ones ...
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Rising demand for health cover

Grappling with a workforce sickness epidemic and long NHS waiting times With 2.81 million people in the UK now away from work due to long-term ...
Aligning investments with risk tolerance and capacity Investing is an indispensable tool for building wealth and achieving financial goals. By allocating resources to various investments, ...
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The Great Unretirement

Contemplating a return to work after a significant absence or considering a phased return? In what some call ‘The Great Unretirement’, many retirees are re-entering ...
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Empowered savers

How to make future aspirations more attainable and less stressful Saving can bring you a level of financial freedom that transforms your life. By putting ...
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Redundancy and your pension

Understanding your workplace pension options to navigate your next steps confidently Redundancy can be challenging and stressful, often creating uncertainty about the future. However, it ...
Becoming a UK expat can mark the start of an exciting chapter, but what about your pension? In recent years, the rise in remote work, ...
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The retirement gap

Why UK retirees are working seven years longer than planned More than half (54%) of UK retirees foresee themselves working beyond their preferred retirement age, ...
Essential key considerations and potential pitfalls you need to know With interest rates much higher than they’ve been for many years, using your pension tax-free ...

Read our reviews

Vouched For
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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

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
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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 05/12/2024 at 06:00 PM
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