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Useful Articles

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Long-forgotten plans

Managing your pension savings effectively and efficiently from a single pot If you’ve worked for two or three different employers, it’s possible you could have ...
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Retirement choices

How much time do you spend planning for retirement? The 2015 pension freedoms gave us greater flexibility over our retirement options, but the reforms have ...
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Currency fluctuations

Reducing the sudden ups and downs of investment over the long term The summer months are usually the only time when we think about different ...
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Working 9 to 5

Almost three quarters of employees expect to work beyond the traditional retirement age The proportion of UK employees who say they will work beyond the ...
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Pensions revolution

Awareness and understanding amongst the public still remains low 6 April 2017 marked the anniversary of both the new State Pension and the new pension ...
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Investment wise

Learning from the past and understanding the present The key to successful investing isn’t predicting the future, its learning from the past and understanding the ...
When you quit the rate race, will you really have the time of your life? We all know that we need to save money for ...
Effective estate planning can safeguard your wealth for future generations If you want to have control over what happens to your assets after your death, ...
Investing for major life events requires comprehensive investment solutions If you really want to give your money the potential to grow and you don’t need ...
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Election 2017

Why investors need to keep focused on long-term financial goals Prime Minister Theresa May’s announcement that she would call for a snap UK general election ...
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That shrinking feeling

Don’t let your portfolio wealth simply drain away Millions of Britons could see their savings shrink because they don’t know how to shield them from ...
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Pension time bomb

Planning to prevent the financial equivalent of climate change Millions of workers across the UK could be heading for a significant shortfall in the amount ...

Read our reviews

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: 15/05/2024 at 04:00 PM
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