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Useful Articles

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Tax relief matters

How to build a bigger pension pot If you’re under 75 and have relevant UK earnings, you can benefit from tax relief when contributing to ...
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Getting retirement ready

Key steps to achieving a comfortable retirement A comfortable retirement is a common financial goal, and contributing to a pension is essential to achieving it. ...
Supporting responsible practices and contributing to a sustainable future Environmental, Social and Governance (ESG) investing is a strategy that focuses on companies that prioritise environmental, ...
Time to evaluate whether you need to modify your objectives or saving strategies? As you enter your 50s, retirement is no longer a distant dream ...
British workers overpay £8.2bn in tax due to wrong codes According to new research, more than two-fifths (43%) of UK adults who have checked their ...
Essential information for your retirement planning A significant change is on the horizon that may affect when you can access your pension money. We’ll guide ...
Making informed decisions about how to best allocate your resources Financial planning is a crucial step towards achieving financial freedom and security. By taking the ...
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Financial wellbeing

More than 24.5 million people are financially disengaged Do you often review your finances? Or are you one of those people who just hope for ...
Deciding what to do with your pension fund can be a complex decision Are you approaching retirement age and have a pension fund that you ...
50% of British adults admit to having checked the value of their parents’ property With house value data now easily available to access online, it’s ...
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Retirement matters

Will you have enough funds to cover your desired lifestyle after you stop working? Pensions may not be the most exciting thing to think about, ...
Making decisions in relation to your financial affairs, health and welfare It is critical to consider the potential consequences of not having a Lasting Power ...

Read our reviews

Vouched For

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: 01/12/2023 at 11:00 PM