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Useful Articles

Showing Category: Adam Reeves

Many pensioners may face a lurking tax risk as the State Pension grows Many pensioners may face a potential tax pitfall as the State Pension ...
The allure of quick profits and instant gratification In the investing world, the allure of quick profits and instant gratification often tempts some investors to ...
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Journey to monetary autonomy

Optimising your finances and formulating an all-encompassing wealth plan for the future Everyone is entitled to monetary autonomy, and maintaining financial wellness throughout life is ...
Maximising your earnings or laying down a robust financial plan As you sail into your 50s, it becomes pivotal to consider your financial strategy. Life ...
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Decoding auto-enrolment

Good news on the horizon for future retirees For employees, auto-enrolment is a crucial component to consider in their retirement strategy. Understanding auto-enrolment becomes critical ...
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Taxing times for 2023

A year marked by several tax changes that impacted higher rate taxpayers As we approach the end of the year, taxpayers should begin assessing their ...
Nearly half of women aged 50-65 plan to continue working in some capacity after reaching the State Pension age Years of gender-based earnings disparity have ...
Developing an investment strategy tailored to your goals Committing to a financial plan is crucial for building wealth and achieving long-term financial goals. When you ...
How to help with money management and financial literacy Passing on the benefit of your experience to your children or grandchildren is crucial for their ...
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Retirement cash flow modelling

Assessing your current and projected wealth, income and expenses Retirement planning is of utmost importance, regardless of your income or wealth. It ensures a steady ...
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Cost of care in later life

Choosing the best option for yourself or your loved ones The costs of care in later life can vary greatly and depend on a multitude ...
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Pension drawdown

Greater flexibility in accessing your pension funds Pension drawdown is a flexible way of taking income from your pension, introduced after the pension freedom rules ...

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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: 22/06/2024 at 06:00 AM
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