| 01403 333145 | 01342 612502 | 01293 922240
Logo
CLOSEMENU

Request a call back

Callback Form

For more information or advice, please fill in your details below and we will contact you shortly.

Sending
×

Useful Articles
Posted on by Adam Reeves

Embracing early retirement

‘Enjoy more freedom while still being physically fit and well enough to enjoy it’ The traditional retirement age is no longer what it used to ...
Posted on by Adam Reeves

Start saving early and often

What kind of lifestyle do you want to maintain? How much you’ll need to retire depends on a number of factors, including how long you ...
Posted on by Adam Reeves

Funding the lifestyle you want

Get ahead on planning your retirement Do you feel confident that you have saved enough money for your retirement? If you do, you’re in the ...
Posted on by Adam Reeves

Investing for positive change

More investors align investments with personal values Over the past few decades, there has been a growing interest and awareness in investing in companies that ...
Posted on by Adam Reeves

Pension saving revolution

Auto-enrolment: celebrating a decade that has encouraged a culture of saving  Since it was introduced ten years ago, auto-enrolment has revolutionised pension saving for millions ...
Posted on by Adam Reeves

Working 9 to 5

More over 65s are still working than six years ago More people in the UK aged between 65 and 74 are still working compared to ...
Posted on by Adam Reeves

Spotting an investment scam

How scammers are getting more convincing Around half of UK adults (51%) have or know someone who has received a suspicious communication in the last ...
Posted on by Adam Reeves

Don’t abandon pension contributions as prices rise

Savers could miss out on thousands of pounds in retirement As the cost of living continues to soar, with inflation reaching a 40-year high, the ...
Posted on by Adam Reeves

Passing wealth down through the generations

Millions of retirees help out in cost-of-living crisis The rise in the cost of living is affecting millions of people. A third of young adults ...
Posted on by Adam Reeves

How to protect you and your family’s future

What kind of protection insurance do you need? There are various complex risks in life that we all face, such as serious illness, an accident ...
Posted on by Adam Reeves

Unretirement

More over-50s returning to work amid cost-of-living crisis Older workers have been leaving the jobs market in their droves over the past two years, partly ...
Posted on by Adam Reeves

Bridging the gender pensions gap

Women left with half the pension pot, no matter the job We’ve all heard about the gender pay gap, but very few discuss the gender ...

Read our reviews

Vouched For
×

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

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
Read all our reviews here
×
Indices
Value Move   %     
FTSE 100
8,428.1313.14 stock arrow0.16 stock arrow
FTSE All Share
4,583.237.90 stock arrow0.17 stock arrow
Currencies
Value Move   %     
Euro
1.160.00 stock arrow0.01 stock arrow
United States Dollar
1.260.00 stock arrow0.07 stock arrow

Market Data

Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 15/05/2024 at 06:00 AM
×