×
| 01403 333145 | 01342 612502 | 01293 922240
Logo
CLOSEMENU

Request a call back

Callback Form

For more information or advice, please fill in your details below and we will contact you shortly.

Sending
×

Useful Articles

Showing Category: Adam Reeves
Posted on by Adam Reeves

Life events that trigger a financial review

Understanding your options to make informed decisions Life rarely stands still. Major milestones, unexpected changes and new opportunities can significantly affect your financial wellbeing.
Posted on by Adam Reeves

Over £31.1 billion of pension assets held in lost pots

Why bringing your pensions together could simplify your retirement In today’s working world, it is increasingly common for people to change jobs multiple times throughout ...
Posted on by Adam Reeves

When planning becomes an act of love

Preparing for tomorrow starts with a conversation today Most of us understand the importance of planning for the future. Yet some of the conversations that ...
Posted on by Adam Reeves

Earning returns on your returns

How compound growth can turn small savings into a significant amount Many people assume that building meaningful wealth requires large sums of money from the ...
Posted on by Adam Reeves

Building financial security across three generations

Ensure your financial plans support not only your future but also the generations that follow In an era of rising living costs, longer lifespans and ...
Posted on by Adam Reeves

Why more families are losing wealth to Inheritance Tax and how to avoid it

Data shows families are paying unnecessary tax without planning ahead Planning for your death is unlikely to be a cheery task to tick off your ...
Posted on by Adam Reeves

Your roadmap to a successful retirement transition

Have you planned your timeline, lifestyle and finances for when you stop working? Regardless of when you plan to retire, there are several key considerations ...
Posted on by Adam Reeves

How to approach risk as an investor

Understanding risk tolerance and the capacity to make smarter investment decisions From stocks to bonds and everything in between, every investment carries some degree of ...
Posted on by Adam Reeves

Looking to pass your assets on to the next generation?

Asking the right questions that align with your specific financial goals Planning for the future of your wealth is a significant responsibility, especially when you ...
Posted on by Adam Reeves

Secure income and protect your wealth

Balance dividends and bonds for steady growth and stability For many investors, securing a steady stream of income from their portfolios is a common goal, ...
Posted on by Adam Reeves

Plan today, protect tomorrow

Secure your legacy so your loved ones can thrive for generations to come Wealth succession planning should be at the heart of your financial strategy. ...
Posted on by Adam Reeves

Protecting your pension from rising prices

How to safeguard your future against rising costs When you’re working, an increase in your weekly shop or energy bill is frustrating but manageable, typically ...
Posted on by Adam Reeves

Making the most of the new tax year

Give your investments a head start and future-proof your finances The new tax year brings a fresh £20,000 Individual Savings Account (ISA) allowance for each ...
Posted on by Adam Reeves

Pensions and Inheritance Tax: Big changes coming in 2027

Understanding how removing the pensions exemption could affect your legacy For decades, UK savers have relied on pensions not only for retirement income but also ...
Posted on by Adam Reeves

Taking charge of your retirement

Empowering your future with greater pension freedom Planning for retirement is a crucial step in securing your financial stability for the years ahead. For those ...

Read our reviews

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

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
Read all our reviews here

Market Data

Loading market data...