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Useful Articles

Showing Category: Adam Reeves

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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 ...
A fundamental aspect of prudent financial planning Whether you’re nearing retirement or seeking to boost your current income, building a portfolio that generates steady returns ...
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Shaping your investment timeline

Why waiting for the “perfect” moment in the market might cause you to miss valuable opportunities Deciding when to start investing can feel daunting. Many ...
How to grow your savings beyond cash accounts Recent research shows a significant change in savings attitudes, with over half of UK Cash Individual Savings ...
How financial awareness can protect your hard-earned retirement savings In an era when job changes are common, millions of people in the UK risk losing ...
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How to spot the con

Recognising sophisticated investment scams targeting your savings Investment scams are becoming more sophisticated as many fraudsters ruthlessly exploit the current cost-of-living crisis. An estimated nine ...
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Mastering your money

Time for a financial refresh for the New Year A new year often provides a perfect chance to review personal goals and update old habits. ...
Impacts on living costs, mortgage, holiday funds, savings, and investments To understand the current economic climate, it is essential to assess the strength of the ...
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Safeguarding your future

Without a sufficient financial buffer, an unforeseen health issue could be catastrophic In the current economic climate, financial stability seems more out of reach than ...
Have you fully utilised this wrapper that shields your savings and investments from tax? An Individual Savings Account (ISA) is highly effective for anyone looking ...
As Inheritance Tax rules develop, many miss opportunities to transfer wealth more effectively Nearly half of UK adults plan to pass on their wealth to ...
New research warns millions could face hardship if illness stops them working, yet few have protection Half of the UK’s working population believes they would ...
Analysis shows how withdrawal rates, investment growth, and planning choices affect the longevity of your savings As retirement incomes become increasingly dependent on defined contribution ...

Read our reviews

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

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
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: 16/02/2026 at 09:00 PM