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Useful Articles

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Saving for the next generation

Taking proactive steps in securing your child’s or grandchild’s financial future Many parents and grandparents set aside money for the next generation to help with ...
£1.3 billion pension tax relief unclaimed by pension savers over a five-year period According to recent research, higher rate and additional rate taxpayers in the ...
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Investment bonds

How bonds’ structure and tax advantages can help you pass on wealth Investment bonds offer several benefits that some investors may be missing out on, ...
Make sure you maximise your retirement income through annuity shopping When it comes to using your pension pot, buying an annuity is one option that ...
Why defined contribution pensions are even more appealing for wealth transfer The announcement of the removal of the Lifetime Allowance (LTA) from the 2024/25 tax ...
Starting estate planning early and implementing it in stages is desirable The UK Treasury has been receiving record-breaking Inheritance Tax (IHT) receipts. IHT receipts amounted ...
Making informed decisions about managing the funds wisely Inheriting wealth can be both a blessing and a challenge. It presents an opportunity to improve your ...
Choosing the right pension payment strategy When planning for your future, consider increasing your pension savings. But should you do this through a lump sum ...
Our health, an invaluable asset, is often overlooked or taken for granted As a parent, ensuring the wellbeing of your children is a top priority. ...
Ensure your wealth is preserved for future generations As you enter your golden years, the excitement of finally retiring may be tinged with some uncertainty. ...
Exploring why they are an attractive option to mass-affluent investors Onshore investment bonds typically carry a lower risk and contribute significantly to a well-rounded portfolio. ...
What is it, and why is it important? Trusting that your investments are progressing toward your objectives is vital, allowing you to concentrate on the ...

Read our reviews

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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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