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Useful Articles

Showing Category: Adam Reeves

How to plan for a secure financial future with cash flow modelling Navigating the financial landscape often feels like trying to predict the weather months ...
Step-by-step guide to help you secure a financially stable future Retirement marks a new chapter in life, one that should be enjoyed without financial worries. ...
Understanding the risks of reacting to speculation about future pension rules The election of a Labour Government and the delay to the Autumn Budget 2025 ...
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Emergency savings gap

A “rainy day fund” is now an urgent necessity The financial resilience of households across the UK is under intense scrutiny as new data reveals ...
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Don’t leave it to chance

Why having a Will is an essential part of your financial plans New research reveals that a startling number of UK adults over 55 lack ...
Many UK workers overestimate the number of paydays remaining until they retire Latest findings show that around 9 million UK workers have no idea how ...
Start the conversation: Why financial planning with older relatives matters Discussing finances with older relatives can feel daunting, yet it’s a vital conversation for everyone ...
Securing your financial wellbeing in later life starts with early preparation Thinking about care in your later years may seem premature, especially if you are ...
Are you sleepwalking into a crisis? Some freelancers are neglecting their financial future, according to new research: nearly two-thirds of self-employed and freelancers are failing ...
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Is your income protected?

Half of UK workers see income protection as vital, yet only 27% have it Recent research reveals a striking insight. 50% of the UK’s working ...
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Living with uncertainty

How to navigate financial unpredictability The world feels more uncertain than ever, with 83% of UK adults agreeing that life has become less predictable, according ...
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Smart gifting

Tax-free ways to support your children and grandchildren Passing wealth to the next generation is a primary concern for many families, yet the complexities of ...
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£100k annual retirement dream

Are young people’s expectations realistic? Recent research highlights a notable generational gap in retirement expectations, with over one in five young people believing they will ...
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Financial well being

Your pathway to a healthier, happier life When anxiety hits, our instinct is often to withdraw rather than face it. However, if the root of ...
How to safeguard your business, diversify investments, and plan for a prosperous retirement For many entrepreneurs, thebusiness means everything, a commitment of time, money, and ...

Read our reviews

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
Read all our reviews here
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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 24/04/2026 at 10:00 AM