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Useful Articles

Survey highlights prevailing uncertainty among those on the cusp of retirement A recent study reveals that a considerable proportion of UK adults, including a significant ...
Contributing additional amounts to your pension could stand to benefit you significantly in the long term Recent research findings have brought to light a striking ...
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Navigating Inheritance Tax

How to pass on assets to the next generation to secure their future for tomorrow Inheritance Tax (IHT) represents a significant consideration for anyone looking ...
New tax year, new you? Maximise your pension savings this new tax year As we embark on the new tax year, it presents an opportune ...
Why savers and investors now have a more flexible approach Individual Savings Accounts (ISAs) offer a versatile and tax-efficient way to save for the future, ...
Effective Inheritance Tax planning is a careful balancing act Once a concern only for the very affluent, Inheritance Tax (IHT) is now an issue for ...
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Wealth accumulation

Valuable insights that can impact an investment strategy With the ever-evolving landscape of investment, it’s not hard to see why it might appear daunting. The ...
Discussing finances may feel uncomfortable, but it is crucial to maintain a healthy relationship Transparency is the foundation of any strong relationship, which holds true ...
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Adjusting your pension plans

How could the normal minimum pension age change affect your plans? In the ever-evolving landscape of retirement planning, a significant shift is on the horizon ...
Living life to the fullest and accomplishing long-held dreams Early retirement typically signifies reaching financial autonomy before the statutory pension age, usually in the mid-60s. ...
If something sounds too good to be true, it probably is Investment scams are a rising concern, promising potential investors the allure of making a ...
How to get your retirement plans in motion Retirement signifies a well-deserved achievement, a significant turning point in life. It should be a period of ...
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Charting your financial future

Tackling retirement anxieties requires understanding your current financial resources Retirement is often seen as the golden phase of life, a period earmarked for relaxation and ...
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Securing Retirement

The art of de-risking For many individuals, their pension investments are allocated to funds. These could be funds selected by their pension provider or ones ...

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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: 29/04/2024 at 04:00 AM
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