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Useful Articles

Showing Category: Adam Reeves

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 ...
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Shaping a sustainable future

The imperative of collective action and responsible investment What we do collectively this decade – including how we invest – could mark the difference between ...
Delayed life milestones and lack of planning pose significant risks New research has revealed that five million childless households in the UK currently lack life ...
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Sandwich generation

Two-thirds of people in the UK will care for a loved one at some point With life expectancy rising and more people starting families later, ...
What you need to know to avoid discrepancies and potential financial strain According to research [1], almost a third of UK adults who have checked ...
Money, or lack thereof, a significant driver of overall retirement satisfaction Given the ongoing economic pressures of rising living costs, over-55s were asked how they ...
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Learning from the retired

Balancing financial security with mental wellbeing The experiences of today’s retirees offer a wealth of knowledge for anyone planning their retirement. By observing the paths ...
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Changing retirement trends

Why the concept of a ‘hard stop’ retirement is becoming less prevalent New research reveals that more than a quarter (28%) of individuals aged 25-54 ...
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State Pension awareness

What payments can you expect to receive from the government later in life? In April 2024, the State Pension rose by 8.5% to £11,502.40 a year for ...
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Young women and retirement

How much income will you need for a comfortable retirement? Almost a quarter (23%) of women in their 20s (aged 22-29 years) would be frustrated ...
How will you ensure more of your money will go towards your future? From using your annual exemption to saving in an Individual Savings Account ...
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Financial protection

Ensuring a secure future for you and your loved ones Nobody wants to consider what would happen if they became too ill to support their ...
Ensuring your legacy is managed according to your wishes long into the future Trusts can be a powerful tool for estate planning, providing flexibility and ...

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Vouched For
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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
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