Adam Reeves

Reeves Financial

Reviewed for

Insurance and Protection ( 23 )

Mortgages ( 34 )

Pensions ( 92 )

Equity Release ( 12 )

Retirement income (annuities, drawdown) ( 27 )

Auto Enrolment ( 3 )

Investments and Savings ( 37 )

Pension Transfers - Non Specialist ( 16 )

Inheritance Planning ( 8 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 3 )

Financial Planning ( 6 )

Reviewers' assets

£500k+ ( 10 )

£200k - £500k ( 19 )

£100k - £200k ( 18 )

Up to £50k ( 16 )

£50k - 100k ( 6 )

Client reviews

First impression from a user who is not yet a client

February, 2024

Overall

Please provide a brief comment about your experience with Adam

Very positive from first contact on the phone. We met soon after and he answered my questions and concerns clearly. He quickly grasped my situation and suggested a possible solution. He was straightforward and I felt I could trust him which was very important to me.

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Pending retirement, required advice on my pension options.

How has Adam Reeves helped you?

Adviced on all options available to me. Following my choice he was able to assist in the process.

Have you seen the outcome you were hoping for?

Yes, I am pleased with the outcome.

What could they have done better?

Nothing as I am completely satisfied with the service he provided.

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Adam

So far very good

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I am retirement age and needed to talk to a financial advisor.

How has Adam Reeves helped you?

From the moment I talked to Adam on the phone, he put me at ease. Then when we met in person he made me comfortable right away by explaining all I needed to know about retirement.

Have you seen the outcome you were hoping for?

Adam is looking into better pension outcomes for me.

What could they have done better?

Nothing

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Adam

Very informative and easy to understand first meeting and in a very professional manner

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Sussex

What were the circumstances that caused you to initially look for an adviser?

I needed to review my existing pension provision & plans.

How has Adam Reeves helped you?

Adam reviewed my existing plans and then provided a detailed report on their benefits together with recommendations on how I could improve my pension performance.

Have you seen the outcome you were hoping for?

Yes, I am now following Adam's recommendations.

What could they have done better?

Nothing. I found Adam friendly, professional and helpful at all times.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Sussex

What were the circumstances that caused you to initially look for an adviser?

I needed professional advice regarding various pensions I currently have and how to get the most out of them.

How has Adam Reeves helped you?

Adam not only assessed the pensions and gave me valuable insights into their current performance but also made some interesting and astute observations about lifestyle options when I retire, suggestions as to when I could actually retire and different ways to handle the pensions I currently have.

Have you seen the outcome you were hoping for?

Most definitely. I particularly appreciate that Adam is an independent advisor and is not affiliated to any particular company or companies. He has provided excellent advice and insight.

What could they have done better?

Nothing at all. My experience with Adam and his colleagues has been first class to the extent that I have already recommended him to two other people.

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Pension release

How has Adam Reeves helped you?

To the point advice with financial and pension help

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

To review pension and investment options

How has Adam Reeves helped you?

Adam explained everything very thoroughly he was very helpful and knowledgeable and explained everything very clearly

Have you seen the outcome you were hoping for?

Yes everything has been handled very thoroughly and exactly as explained

What could they have done better?

All was managed very well and with due care and attention

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Taking early retirement and wanted advice on maximising my future income and options available.

How has Adam Reeves helped you?

He has advised me on which pension option will work the best for me and what returns I can expect in the future. Also help in budgeting for the future.

Have you seen the outcome you were hoping for?

On paper yes. Although his advice will not start to take effect until July of this year, upon my retirement.

What could they have done better?

I feel he has covered every base in a very professional manner.

Review from verified client

March, 2023

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Early retirement, had seven separate pensions that needed consolidation. I had no idea if early retirement was viable.

How has Adam Reeves helped you?

Adam explained all possibilities and their individual pro’s and con’s, allowing me to make informed decisions. Full and detailed report given to help me see the options. Answered any additional questions or things I needed clarification on, extremely quickly and insured I had a full understanding.

Have you seen the outcome you were hoping for?

Yes, there is a plan in place, and already different pension pots are moved in preparation for when I stop work.

What could they have done better?

Nothing. Very happy with service and the understanding I now have due to Adam’s explanations, and work.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

My pension plans were disorganised and I had little idea of my potential pension income, how much I might need and how best to invest to improve my situation

How has Adam Reeves helped you?

Rationalised my pensions giving a clear view of my retirement options, looked at my retirement income requirements, built an income plan to support this

Have you seen the outcome you were hoping for?

100%

What could they have done better?

Nothing

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Expected lump sum from house sale

How has Adam Reeves helped you?

Report recommending investment advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Sussex

What were the circumstances that caused you to initially look for an adviser?

I had inherited a sum of money and wanted to know how best to invest it responsibly, in addition to my own savings.

How has Adam Reeves helped you?

He set out all the options clearly and the relative risks attached to each.

Have you seen the outcome you were hoping for?

Yes, very much hope so. Profits have been made consistently, despite extraordinarily difficult world market conditions.

What could they have done better?

Nothing.

First impression from a user who is not yet a client

October, 2022

Overall

Please provide a brief comment about your experience with Adam

Adam is an excellent professional advisor. He helped me collect all my pension pots. And know feel confident, when I go I to retirement.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Cheshire

What were the circumstances that caused you to initially look for an adviser?

We had some cash and various pensions from relatives and from prior employments where we couldn’t see how best to consolidate and invest.

How has Adam Reeves helped you?

Adam fully reviewed our situation and then advised us as to how we could rationalise our monies and pension pots which has provided us with both easy access to ‘rainy day’ monies and a safer longer term pension and bond investment. Additionally we receive from him regular updates on our various investments and he is always available to answer or talk through any queries or concerns we may have in a relaxed and very clear manner.

Have you seen the outcome you were hoping for?

Most definitely.

What could they have done better?

Nothing. We’ve been more than satisfied with Reeves Financial and from our experience of more than seven years we wouldn’t hesitate in recommending him.

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in West Midlands

What were the circumstances that caused you to initially look for an adviser?

I was self employed and was recomended to Adam some 30 years ago

How has Adam Reeves helped you?

Adam is a very caring man who has helped and advised me especially when I was going through a very difficult time in my personal life and to be frank I would not have got through it with out his help

Have you seen the outcome you were hoping for?

WITH OUT A DOUBT YES

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Sussex

What were the circumstances that caused you to initially look for an adviser?

I wanted too review my various pensions.

How has Adam Reeves helped you?

His been excellent and also helped with other financial affairs.

Have you seen the outcome you were hoping for?

Yes definitely.

What could they have done better?

Nothing.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Sussex

What were the circumstances that caused you to initially look for an adviser?

Pension advice

How has Adam Reeves helped you?

I have never understood pensions in general, and just plodded though paying, not knowing like I would imagine many other people the possible outcome. Adam simplified everything, looking at my needs for the future.

Have you seen the outcome you were hoping for?

Amazing, feel really confident that the changes that have been made will not only meet but surpass my needs. Very happy.

What could they have done better?

Nothing

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Adam has helped us twice for two key enquiries, as well as providing ongoing support over the past four years. Initially he reviewed our personal pensions and later did the same for my Mum who was in a unique/complex position. For ourselves we were also interested in advise about how we could semi-retire or retire fully early and potentially move abroad.

How has Adam Reeves helped you?

For us, Adam reviewed and greatly improved our personal pensions situation as well as merging them into a single pot. He provided a comprehensive overview of what our finances would look like over the next 20 to 40 years based on our income requirements and personal goals, this allowed us to make the life changes we were keen to make. Additionally he made us aware of a tax rebate we were due that we had not been aware of, which resulted in a significant rebate going back four years. More recently, he provided a free exploratory session for my Mum who has several smaller pensions, significant savings but also some health complications. Adam provided completely impartial and honest advice, which for my Mum ultimately resulted in his advice being not to make any significant investments or changes to her pensions, so as to best protect her future when considering her health. I was very impressed that Adam happily gave advise that ultimately resulted in no ongoing business for him, but focussed purely on what was right for his client. He also made us aware of equity release options for Mum, which would potentially give her additional funds but importantly for her, showed us that such a move would not wipe out the value of her propery given she wishes to be able to leave something behind for her children.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing, we have always been nothing but completely happy with Adam's advice and support.

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with Adam

Very professional, knowledgeable and (most importantly) listens to you. Explains things simply and concisely.

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I needed an independent financial advisor to look at my pensions with a view to early retirement. Adam was recommended to me

How has Adam Reeves helped you?

Adam has looked at all my pensions and a couple of savings accounts. He has been able to help me protect my final salary pension so I don’t draw it early and lose out. With his knowledge he has been able to advise me on how to use my other pension and savings to provide an income until I can draw on my main pension. He has explained all the things I really didn’t understand about my pensions in a way I could follow.

Have you seen the outcome you were hoping for?

Very much so yes in fact better than I expected. He has shown great understanding of my circumstances and what I needed

What could they have done better?

I don’t think there is anything

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I got to Pension age and needed some advice on taking some money out but also investing in a different way to my current set up.

How has Adam Reeves helped you?

He gave me some excellent advice then and has done since.

Have you seen the outcome you were hoping for?

Yes most defintely.

What could they have done better?

No.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Very poor advice from my bank. When i went to do an investment last time they were going to get back to me with some details (I'm still waiting)

How has Adam Reeves helped you?

I had several Pensions from where i had a TUPE transfer, Adam consolidated the pensions. One pension i could draw a monthly income. I had some money to invest & he gave me advice on the areas i spoke about

Have you seen the outcome you were hoping for?

No! It has been much better.

What could they have done better?

I have no idea. A team that keeps you informed, may it be phone or email i couldn't ask for more.

First impression from a user who is not yet a client

October, 2021

Overall

Please provide a brief comment about your experience with Adam

great first meeting. Adam clearly knows he's stuff and explained things clearly.

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Initially I needed help with my numerous pensions. Plus Mr Reeves now also supports my mother Juliet Bowring with her investments.

How has Adam Reeves helped you?

Mr Reeves helped me understand my pension investments - took time to explain it in layman terms - very thoughtful to my level of understanding and conscientious throughout the process. Regarding the work he is currently undertaking for mum. Again took time to explain things so as to ensure they were understood fully. He has gone above and beyond on recent surrenders.

Have you seen the outcome you were hoping for?

Yes Yes

What could they have done better?

Nothing Nothing

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

I was looking to review and adapt my existing Pension arrangements so that I would be better placed to meet my retirement needs in the future.

How has Adam Reeves helped you?

Adam provided a great service by conducting a thorough and wide ranging review of my existing pension arrangements, talking me through relevant options, so I could then decide the best future course of action.

Have you seen the outcome you were hoping for?

Yes, I am delighted with the service provided and the actions that Adam has advised on and then gone on to implement.

What could they have done better?

Nothing, I was happy with everything.

First impression from a user who is not yet a client

May, 2021

Overall

Please provide a brief comment about your experience with Adam

He was very efficient and clear. I have a longer catch up with him soon.

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with Adam

Adam offered us a free initial consultation to discuss our retirement planning needs. Adam structured the meeting well, and we got through a lot more in it than we were expecting. I had sent Adam some information prior to the meeting, and was extremely pleased to see he had already rolled that into some of his modelling tools. He asked lots of additional questions in the meeting, and was then able to talk us through some initial scenarios and options. We particularly appreciated the way he shared his screen so we could see visuals that aided our understanding. Adam listened well, and ensured to give us both separate air time, so we both felt our meeting individual needs and concerns had been understood. Adam's fees and next steps were clearly explained. Overall a really positive and confidence-building experience.

First impression from a user who is not yet a client

February, 2021

Overall

Please provide a brief comment about your experience with Adam

Found Adam to be professional / knowledgeable and very helpful. Listened to our financial situation and was very understanding / reassuring and gave very good advice.

First impression from a user who is not yet a client

February, 2021

Overall

Please provide a brief comment about your experience with Adam

Adam was very helpful during our first meeting. I may engage him for pension advice

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Approaching retirement/change of circumstances. Very low interest rates meant our savings were losing value and we wanted some advice on how best to manage our portfolio.

How has Adam Reeves helped you?

Adam went through all the options with us; he went through our attitudes to risk to make sure that we were in the right part of the market for us.

Have you seen the outcome you were hoping for?

Yes. We are very impressed that our assets have increased despite Covid and Brexit - very challenging times.

What could they have done better?

I have no suggestions for improvement.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I was about to start receiving my pensions, followed within the year by my wife receiving hers, and we needed help planning how best to manage our existing assets to manage, maintain and enhance our financial position during retirement.

How has Adam Reeves helped you?

Adam was very clear and straightforward, and took great pains to ensure that we were very clear on every element discussed. He has put together reasonably diversified portfolios which have generated a positive return throughout the pandemic with only a moderate level of risk, which was a very pleasant surprise.

Have you seen the outcome you were hoping for?

Yes, and the outcome has been better than I expected in these trying times.

What could they have done better?

There is nothing that he could have done better in providing the service to me (and I speak as a retired financial services compliance professional).

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

Within 5-10 years of retirement and needed to ensure we were getting best value from our pensions.

How has Adam Reeves helped you?

He gave us a better understanding of our current pension and helped make informed decisions.

Have you seen the outcome you were hoping for?

Yes, we are now more confident that our pensions are working better for us and will achieve the return that we need to maintain a good standard of living in our retirement.

What could they have done better?

Nothing to note. Especially under the current circumstances when all our meetings had to take place on line. He took a lot of time and trouble to explain things clearly to us.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

looking towards retirement and wanted to know what if anything to do with the various pensions we have

How has Adam Reeves helped you?

looked at our various pensions and how they were building whilst comparing it to the average market then recommended other options and explained every option open to us

Have you seen the outcome you were hoping for?

yes we have a full understanding of how our pensions were performing and enough to make an informed decision of what action to take

What could they have done better?

I am not sure there was anything more Adam could have done under the current pandemic - he took time to explain things over Teams meetings online - a face to face would have been easier I am sure but we are happy with the way it was handled

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

I have always been word blind when it came to understanding pensions, but luckily was just smart enough to always join company pension schemes when offered. I had realised a while back that I had enough tax-free lump sum available from my various pension pots to pay off my mortgage and change my life style, when an opportunity arose to take voluntary redundancy with a further significant lump sum, so I decided to take the plunge and realise sufficient tax free lump sums from my pensions to cover all my debts and thus allow me to be freed from my very stressful work life. Being pretty much ignorant of how this process happens and what was best to do with the remaining pension funds, expert advice was essential!

How has Adam Reeves helped you?

Adam has made pensions very much clearer to me - the way they work, the options available, an understanding of risk profiles, & the tax implications of various choices. He also made clear the disadvantages of using my tax free lump sum, while still respecting my choice. In addition he has helped me weigh up the advantages and disadvantages of my original pension schemes compared to the scheme we have selected for investment of my remaining investment fund. He and his staff have been open and honest throughout the process, and patient with all my questions about the details such as terms & conditions. All in all I feel that I now know enough to have made an informed choice with his guidance, rather than having a sneaking suspicion that I might have been conned! I'd also note that all this took place during the Covid crisis, but electronic meetings and emailed documents all worked seamlessly, and I suspect speeded the process a little.

Have you seen the outcome you were hoping for?

Yes! I can now sit back and work a whole lot less without touching my remaining pension funds until a proper retirement age! And while I know that it is all subject to the vagaries of the stock market, I am reassured that my pension funds are in the right place to suit my comfort zone as far as risk is concerned, and that Adam has my best interests at heart and will continue to alert me to options and opportunities, as well as keep me informed.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Retirement planning, specifically exploring options to retire early and at short notice.

How has Adam Reeves helped you?

Adam quickly took my early, and perhaps rather random pension financial thoughts, into a clear retirement plan focused on our need, delivering a pension income earlier and more efficiently than we realised was possible. While many IFA services offer similar advice, what Adam centres on in the first instance is to fully understand you as a person and from this your needs and aspirations, before diving into financial options. For me, this was the most reassuring focus, you feel supported and confident the plan is a good fit for you.

Have you seen the outcome you were hoping for?

Yes. Gathering all the various pension pots, both DC and DB, to form a cohesive plan that sets us up very well for a very early transition into semi retirement. Importantly, also identifying any and all opportunities to increase income from the lower performing policies to support our personal plan.

What could they have done better?

Honestly, the advice and support has been very good.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

To review my pensions

How has Adam Reeves helped you?

I contacted Adam to review my pensions as I find them a bit of a minefield. The advise he had given me was a real eye opener and invaluable. Adam was able to go through each of my pensions and explain in a way that is easy to understand exactly what my benefits are and would be in the future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of, everything was covered very well.

First impression from a user who is not yet a client

October, 2020

Overall

Please provide a brief comment about your experience with Adam

I haven't had much contact as yet but is fine so far

First impression from a user who is not yet a client

August, 2020

Overall

Please provide a brief comment about your experience with Adam

Adam spent time to understand our financial position and needs and is currently researching our pensions.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Turning 55 this year. Thought it was time for a review of my pension options.

How has Adam Reeves helped you?

Adam Provide a complete breakdown of the good and bad elements of my current pensions. He made the process of updating and improving my long term options l. Adam did this in a very clear, concise and comprehensive manner.

Have you seen the outcome you were hoping for?

More than happy with long term forecast thanks to Adam and his team.

What could they have done better?

Can’t think of anything to be honest.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I initially contacted Adam to discuss my mortgage and mortgage protection requirements over 10 years ago. I was referred to him by one of his existing clients who recommended him for his service and no-nonsense approach.

How has Adam Reeves helped you?

Adam has always sought to understand my personal circumstances and my goals. He always takes the time to explain the potential risks and rewards that come with investing and does so in a way that is easy for the lay person to understand. He has never pressured me into making a decision that I am not comfortable with.

Have you seen the outcome you were hoping for?

Yes. With the mortgage paid off, Adam is now focusing on helping me to maximise my savings and investments. My personal pension growth continues to beat my expectations.

What could they have done better?

Nothing! Service is always personal, clear timely and to the point. If I need help with my financial planning I know that Adam will always point me in the right direction.

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Needed to have my pension reviewed.

How has Adam Reeves helped you?

Very professional, friendly and helpful

Have you seen the outcome you were hoping for?

Yes all sorted with excellent advice and service

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I was looking for an adviser to manage my pension and investment to get the best return possible to pass as much on to my children and granchildren as possible.

How has Adam Reeves helped you?

Professional advice. Flexibility in face to face meeting or over the telephone. Nothing seems to be too much trouble.

Have you seen the outcome you were hoping for?

Yes over and above expectations

Review from verified client

December, 2019

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

To review several private pensions

How has Adam Reeves helped you?

Adam was very professional and arranged to transfer several pensions into one scheme

Have you seen the outcome you were hoping for?

Yes and I am very pleased with my new pension arrangement

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I had a few company pensions from previous positions so needed expert advice on the best way forward to consolidate these for greater future benefit.

How has Adam Reeves helped you?

Adam has a very professional and clear detailed approach and was able to explain in detail how to get the best from my current pension schemes. He put me at ease, understanding all my personal financial needs and goals.

Have you seen the outcome you were hoping for?

Adam has given me clear and detailed advice regarding the best way forward with all my pensions and I am very pleased with the outcome. I also look forward to his continued support as we meet annually and review the pension growth going forward.

What could they have done better?

Adam was brilliant in every way. His understanding of my needs and the extensive work he put into my pension planning was very much appreciated. I would recommend him highly to anyone looking for excellent financial advice.

Review from verified client

June, 2019

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Taking early retirement and moving to west country

How has Adam Reeves helped you?

Adam was very thorough and took time to look at all the options with regard my pensions, savings and what my plans were in retirement. I wanted independent advice on the best way to enjoy my retirement with the pension and savings available to me.

Have you seen the outcome you were hoping for?

I felt the advice I received was excellent exploring options I had not thought off, and showing me exactly how different options effected the value of my pensions and savings

What could they have done better?

I do not feel that Adam could have done any better he was friendly, welcoming and determined to get the best possible outcome for me.

Review from verified client

April, 2019

Overall

Advice

Service

Value

Based in Sussex

What were the circumstances that caused you to initially look for an adviser?

I have absolutely no comprehension of what are our best options with our pension and Adam Reeves explained our options in a clear and concise way so that we undersood

How has Adam Reeves helped you?

Adam Reeves has helped us immensely and we cannot thank him enough

Have you seen the outcome you were hoping for?

We are still in the process of finalizing our decided options

What could they have done better?

I don't think that I can suggest anything as our experience with Adam Reeves and Jane Taylor, Adam's PA has been totally positive

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Pension Planning

How has Adam Reeves helped you?

Advice on options for investing

Have you seen the outcome you were hoping for?

Everything set up and visible on the Personal Finance Portal (PFP)

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I was very confused with my choices regarding my multiple employer and personal pensions as I approach retirement. As I am no pensions expert I wanted to get advice from a professional.

How has Adam Reeves helped you?

Adam helped me to release some money from my pensions to support my start up business. He prepared a report on all my pensions and suggestions for amalgamating these to make them work harder and increase my retirement fund. Adam has taken care of all the work required to move pensions. He also explained about the tax implications of taking too much money in drawdown.

Have you seen the outcome you were hoping for?

In short, Adam has taken all the stress away from me and made me understand exactly what I need to do to secure a comfortable retirement. This is exactly what I needed a financial advisor for.

What could they have done better?

I don't believe that Adam could have done anything better. He has been excellent in every way.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I wanted to semi retire and start drawing on one of my pensions. The pension I wanted to start was a deferred Defined Benefits pension.

How has Adam Reeves helped you?

After answering some straightforward questions from Adam, Adam explained exactly what my options were in a calm and reassuring manner, always ensuring I thoroughly understood the details. The pension was transferred ina timely manner and Adam kept me fully informed on how the transfer was progressing.

Have you seen the outcome you were hoping for?

Totally. The pension option I agreed on was delivered when promised. Everything I expected of Adam I received.

What could they have done better?

To be honest, nothing. Pensions can daunting to some people, but Adam calmed my fears and explained everything in a language I understood.

First impression from a user who is not yet a client

December, 2018

Overall

Please provide a brief comment about your experience with Adam

Extremely professional and friendly, was able to establish exactly what I was looking for very quickly and went about to see what he could do to help me.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Looking to maximize my assets as I approach retirement

How has Adam Reeves helped you?

Advice on maximizing my pension and offered several alternatives to my existing plans for me to consider

Have you seen the outcome you were hoping for?

I will be acting on the advice

What could they have done better?

Adam took great time to consider all aspects of my financial situation- could not ask for anthing more

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Impending retirement and future planning

How has Adam Reeves helped you?

Advised on best ways to achieve our income goals from a Final Salary Scheme plus monies in defined contribution pots.

Have you seen the outcome you were hoping for?

The funds have seen the income growth needed but one fund has underperformed on the capital growth also expected.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

An inheritance receipt needed some expert advice on options for investment taking into account our personal financial needs, goals, risk and income.

How has Adam Reeves helped you?

Fully reviewed our financial position, at the same time reviewing my wifes pension pots to update and turn into an income.

Have you seen the outcome you were hoping for?

We are happy with the recommendations made and are proceeding to make the pension pot changes and investments recommended.

What could they have done better?

We are happy with the recommendations made. We have not been in the position to need this type of financial advice before but from our backgrounds working in finance and dealing with clients ourselves, are happy that we have been dealt with in a most professional way.

Review from verified client

November, 2018

Overall

Service

Advice

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

We inherited a large (for us) sum of money and at the same time I wanted to give up work although I had not reached pension age. We therefore wanted to see if we could get an income from our money.

How has Adam Reeves helped you?

He looked into my pensions and managed to find a scheme that brought together my schemes to give me enough income to assist with maintaining my lifestyle without working.

Have you seen the outcome you were hoping for?

Not yet but it is early days and he has given us the paperwork to enable the investment to be made and the pension drawdown to be instigated.

What could they have done better?

As far as I am away are he has done a very in depth look into our finances and has presented us with a full written report and followed it up so not much.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Personal circumstances wanted to maximise my pension

How has Adam Reeves helped you?

Gave overview advice on products available in the marketplace

Have you seen the outcome you were hoping for?

Yes great results

What could they have done better?

Nothing

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I wanted advice on pensions, funds available etc. Having 3 to 4 different pensions between my wife and I, we wanted to consolidate our holdings with a focus on increasing our contributions as we move towards retirement.

How has Adam Reeves helped you?

Having known Adam in a professional capacity for over 20 years his advice has always been clear and easy to understand. This has always left me and my family confident in our preparations and plans. Peace of mind is key in our opinion when it comes to financial matters.

Have you seen the outcome you were hoping for?

I have seen just over 60% growth in my pension fund in 4 years.

What could they have done better?

In all honesty nothing. Adam has looked after me and my family for many years and has been excellent. I recommend him to friends and colleagues and they in turn do the same. Nothing speaks higher that referrals and recommendations.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Following setting up a will I realized my varying pension schemes needed reviewing as well as needing to do the same with my savings schemes.

How has Adam Reeves helped you?

Adam was fabulous. He started with personal information relating to me. As well as sorting out the pension schemes including combining two together, I have also condensed several savings schemes. Not only this but Adam actually discovered that I was entitled to an Insurance scheme payout that I hadn't thought I met the criteria.

Have you seen the outcome you were hoping for?

Yes my schemes are combined and now will be regularly reviewed but too early days yet to see a return on investment.

What could they have done better?

Adam was very thorough and patient to repeat explanations. I don't have any criticisms.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I was unsure about how to best utilise my various pension pots to help with my retirement goals.

How has Adam Reeves helped you?

Adam set out, in clear terms, the following: 1) What pensions I had, and what key facts, constraints and benefits were associated with each one 2) How I could potentially leverage these various pension pots to help me attain my goals around retirement 3) Committed to producing a clear and detailed report and plan on how to move forward

Have you seen the outcome you were hoping for?

Absolutely - in fact Adam was able to show me that I had much more potential in my provisions than I had previously thought possible, and that they could very well support an early retirement date for me and my wife.

What could they have done better?

I cannot think of anything that would be an improvement in Adam's approach and service.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Overall review of my pension situation as I approach 55

How has Adam Reeves helped you?

He gave me excellent professional advise, giving me various solutions in language I could easily understand

Have you seen the outcome you were hoping for?

Yes I've had the outcome I hoped for and look forward to a future on going professional relationship.

What could they have done better?

Just carry on what he's doing

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I needed pension advice from an expert due to having a few pensions throughout my career and my family advised me to use Adam

How has Adam Reeves helped you?

Adam researched all my information regarding all my pensions and advised myself the best way to profit from my pensions going forward

Have you seen the outcome you were hoping for?

YES, all the queries I had regarding not only for my own pensions but how the whole pension process works, Adam was very detailed and very preffosinel

What could they have done better?

Very little, I was very happy with every outcome with Adam and would highly recommend him

First impression from a user who is not yet a client

September, 2018

Overall

Please provide a brief comment about your experience with Adam

Adam was very helpful and enlightening - we will definitely be going ahead with his recommendations.

First impression from a user who is not yet a client

September, 2018

Overall

Please provide a brief comment about your experience with Adam

Great first discussion. I suspect Adam is more experienced and capable than most, which was reflected in the quality of our first discussion.

Review from verified client

May, 2018

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

After a change of job in my late forties, I needed help to start exploring my options for retirement, and to understand how to achieve some realistic financial planning & goals.

How has Adam Reeves helped you?

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.

Have you seen the outcome you were hoping for?

Definitely; I thank & admire Adam for his time, knowledge and honesty. It turned out that in my situation I was fairly well sorted and on the right track with just a few tweaks needed and a few things to think about. I did not need and wasn't made to feel that I needed to change anything dramatically so I am very happy with the end result and can thoroughly recommend Adam for pensions & retirement planning advice. Thank you.

What could they have done better?

I cannot think of anything that could have been done differently or better ; I believe because Adam has been in the industry a long time he is able to take time and explain matters well with no pressure on the customer.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I was looking to review my pensions as I had 3 in different places. My previous advisor was also located in Norfolk where I used to live and I prefer to see someone face to face.

How has Adam Reeves helped you?

My initial appointment led fact finding from my pension companies resulting in a very positive outcome giving me better investment options.

Have you seen the outcome you were hoping for?

Absolutely yes. I can't profess to understand a lot about pensions but after our second appointment I was far better informed. He put things in plain terms which made it much easier to make the decisions necessary.

What could they have done better?

I am completely satisfied with the service Adam has offered me.

Review from verified client

January, 2018

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I wanted to discuss pensions.

How has Adam Reeves helped you?

Excellent advice and help was given.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

November, 2017

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

Having been given poor financial advice whilst living overseas, my wife and I were looking to transfer our QROPS pension schemes back into the UK. The QROPS schemes were performing poorly, charging high management fees and were not under FCA regulation.

How has Adam Reeves helped you?

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.

Have you seen the outcome you were hoping for?

The pension transfer has recently been successfully completed and we look forward to working with Adam and his team over the coming years to build our pensions funds in line with our retirement plans.

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Sussex

What were the circumstances that caused you to initially look for an adviser?

Retirement advice.

How has Adam Reeves helped you?

He invested my savings and pensions and gave me peace of mind.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing he has been very help full and explains everything

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

Changed employment from local authority with pension rights to small family business with no pension provision Hence my desire to find a provider to arrange a private pension to carry me through the next 15 years to retirement.

How has Adam Reeves helped you?

Adam offered a range of financial products , the one he suggested was affordable and proved to be a good choice.

Have you seen the outcome you were hoping for?

Returns on investments have exceeded my expectations, based on Adam's advice and guidance. Profits have enabled house improvements to take place.

What could they have done better?

I have no suggestions to make as I am thoroughly satisfied with Adam's services as he conducts his business in a honest and ethical manner and am more than happy for him to continue looking after my financial affairs.

Review from verified client

October, 2017

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

As I was reaching retirement, I needed independent advice on my pensions and investments.

How has Adam Reeves helped you?

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.

Have you seen the outcome you were hoping for?

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.

What could they have done better?

To date I am satisfied with the service I have received.

First impression from a user who is not yet a client

September, 2017

Overall

Please provide a brief comment about your experience with Adam

Adam was very friendly and easy to talk to about my pension options and the points to consider. I found that his enthusiasm for the work, true independence and amount of experience inspired confidence. Of course I will not be able to judge if he has been really good at dealing with my affairs for sometime. Regarding my putting that he wasn't clear about charges. That was because perhaps an oversight on his part and certainly one mine, the charges were not discussed. I will address this.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I needed advice re my pensions.

How has Adam Reeves helped you?

By finding the best investments for my pensions.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No. I found Adam Reeves very professional

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I needed pension and insurance advice as my previous advisor was deleted.

How has Adam Reeves helped you?

Particularly with pension advice which is now paying dividends.

Have you seen the outcome you were hoping for?

Absolutely and more so.

What could they have done better?

Nothing

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

On reaching 55 and needing advice involving five pensions it was essential that I chose a highly recommended financial advisor.

How has Adam Reeves helped you?

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.

Have you seen the outcome you were hoping for?

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.

What could they have done better?

Adam couldn't have been more helpful,and even came outside his normal area to meet me on a number of occasions.

First impression from a user who is not yet a client

July, 2017

Overall

Please provide a brief comment about your experience with Adam

We've only had the initial meeting but he was very polite, efficient and knowledgeable. He certainly told us things were unaware of, wish we'd have contacted him 20 years ago.

Review from verified client

July, 2017

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

We were making our first house purchase and required advise.

How has Adam Reeves helped you?

Adam initially helped us with our first property purchase and all ongoing moves from then on. We have increased his services to assist in financial planning for our family and investment which have all had positive returns. Adam understand our needs and has never pushed us in a direction we did not want to go. His advice is always clear and considered.

Have you seen the outcome you were hoping for?

Absolutely, Adam advise has been fantastic and it is great knowing we have a finincial advisor we know and trust. He know assists much of our family and friends.

What could they have done better?

We have been 100% happy with Adam's service.

Review from verified client

July, 2017

Overall

Value

Service

Advice

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

LOOKING TO RETIRE.

How has Adam Reeves helped you?

ADAM EXPLAINED PENSIONS CLEARLY SO I COULD UNDERSTAND AND DECIDE WHERE TO INVEST MY PENSIONS ACCRUED IN MY CAREER AND ENABLED ME TO DECIDE I CAN TAKE EARLY RETIREMENT BUT ALSO WHERE BEST TO INVEST.

Have you seen the outcome you were hoping for?

MATTERS ARE PROGRESSING VERY WELL (IN THE EARLY STAGES OF APPOINTING ADAM ).

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

To help with getting a mortgage.

How has Adam Reeves helped you?

Adam not only helped to get me the best mortgage available that suited my needs, he also helped with the insurances to cover this.

Have you seen the outcome you were hoping for?

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.

What could they have done better?

I have no negative comments or suggestions as Adam always provided a friendly personal and professional service to my family for over 10 years now

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

I was approaching retirement, needed a lump sum from my pension, but was bewildered by the many options associated with Flexible Drawdown for the remainder of the money.

How has Adam Reeves helped you?

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.

Have you seen the outcome you were hoping for?

Yes: I am now confident that my pension pot will actually be working for me and growing, and is being monitored by someone who knows what they are doing. I could not have achieved this by myself.

What could they have done better?

I honestly cannot think of anything.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

We wanted to plan for our financial future.

How has Adam Reeves helped you?

Adam was very helpful in providing us with advice and options.

Have you seen the outcome you were hoping for?

Very happy with the outcome as I now have a plan for our end goal.

What could they have done better?

Adam couldnt have done anything better as we are very satisfied.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

I needed financial advice when I got divorced and needed to move house with a complete overhaul of my financial affairs.

How has Adam Reeves helped you?

Adam was highly recommended to me by a local businessman and I was delighted with the professional support and guidance I received.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I was completely happy and cannot think of anything to add.

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

It had been a long time since I'd paid attention to my pension. Over the years I had started a number of different policies. I wanted to have a review of them and discuss my options. I'm in my mid 40s. I also wanted him to review my life insurance policies.

How has Adam Reeves helped you?

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. Additionally he reviewed my life insurance policies with equal rigour and found an excellent alternative.

Have you seen the outcome you were hoping for?

On the life insurance side, Adam was able to increase my cover by 60% for a premium that is around 25% less than I was paying before. Adam showed a real commitment to finding the best value for me . On the pension side, his advice will add considerable value to the money I end up with in retirement (based purely on the tax I would have had to pay had I done nothing.) Most important though is Adam's continued commitment to ensuring I continue to get the best value going forward. As part of his service he conducts annual reviews so my investments are adjusted in line with the latest market developments, my circumstances and my changing attitude to risk.

First impression from a user who is not yet a client

May, 2017

Overall

Please provide a brief comment about your experience with Adam

Very pleasant, clearly very experienced. Felt confident in his ability to help us.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in Sussex

What were the circumstances that caused you to initially look for an adviser?

Change of personal and business circumstances.

How has Adam Reeves helped you?

By providing excellent advice across all the areas of financial services in which I required assistance.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Currently nothing

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I needed to remortgage my house to find a way of retaining it. I was on my own without any other advice. Later I borrowed the money to build a house in the garden and then mortgage that.

How has Adam Reeves helped you?

Adam found me the best possible mortgage on my main house which has enabled me to live there ever since and enables me to live there for many years to come at a better rate than I could ever, including now, have got anywhere else. Also Adam has just helped me again with a new mortgage on my cottage. Thanks Adam Reeves.

Have you seen the outcome you were hoping for?

Yes. Without Adam Reeves I could not have had the home and lifestyle I have had for many years now and he is still being my first and only port of call for any financial assistance I need now and in the future. Thanks Adam Reeves.

What could they have done better?

I honestly can't think of one thing. When I did compare advisers in the past when I also had three buy to let properties that Adam helped me finance, no one could compare with the deals that Adm did for me. He also made it easy for me and that is very important to me too.

First impression from a user who is not yet a client

March, 2017

Overall

Please provide a brief comment about your experience with Adam

Adam called me promptly following my initial enquiry and I found his advice to be extremely helpful. I was looking for advice on transferring out of a DB pension, and he was able to chat through the basics of how he might be able to help. I found him to be very personable and helpful. He was also very clear on how he might be able to help, and at what cost.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

review of existing pension and ISA investment.

How has Adam Reeves helped you?

reviewed my pension and sent a report of his advise. He did the same for my ISA.

Have you seen the outcome you were hoping for?

Yes. I have gone with his advise on both.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

pension came to maturity and company would not speak to us until we had seen a financial advisor.

How has Adam Reeves helped you?

advised to keep my existing pension but helped set up a new one. Also advised on ISA investment.

Have you seen the outcome you were hoping for?

Happy with the outcome of his visits and his advice.

First impression from a user who is not yet a client

March, 2017

Overall

Please provide a brief comment about your experience with Adam

Very productive initial meeting. Adam was both professional and knowledgeable. Not a heavy sales pitch, more of a factfinding meeting with agreement as to the way forward.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Pension planning and mortgage advice sought.

How has Adam Reeves helped you?

Adam clearly explains our options, best way forward and is a delight to sit and talk to your plans and hopes for the future.

Have you seen the outcome you were hoping for?

The outcomes of our pension planning have exceeded our expectations and the advice given has been exemplary.

What could they have done better?

Nothing could have been done better - we are happy with every bit of advice we have received and the outcomes.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I needed to re-evaluate my pensions to maximise my tax free allowance and increase flexibility whilst still providing an adequate pension for my retirement.

How has Adam Reeves helped you?

Adam evaluated all my current pensions and then showed me the tools with which I could achieve my aims whilst at the same time pointing out what I would be giving up to achieve this i.e. he didn't just highlight the positive points whilst ignoring the downside. I will also receive regular personal updates to re evaluate as time goes on.

Have you seen the outcome you were hoping for?

Yes. We have consolidated the pensions into a plan with a risk scenario that suits my aims and have achieved all the aims I was looking for.

What could they have done better?

As of now there is nothing I can think of here

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I could not u derstand one of my pensions,so my company contacted Adam for me,he was very helpful.

How has Adam Reeves helped you?

He sorted out the best pension income for me,of which I am completely satisfied.

Have you seen the outcome you were hoping for?

Yes very pleased with Adams result.

What could they have done better?

Not in my opinion.

First impression from a user who is not yet a client

February, 2017

Overall

Please provide a brief comment about your experience with Adam

Very proficient

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Over the years, I have at times required financial advise, and Adam has always helped me. More recently: 1) I required life insurance cover. 2) I have several pension schemes, and wanted a review 3) A client of mine wanted an Equity Release scheme.

How has Adam Reeves helped you?

1) Adam arranged a very good life cover at very competitive terms 2) Adam advised me on entitlements 3) Adam arranged a very satisfactory Equity Release scheme.

Have you seen the outcome you were hoping for?

yes- in every case.

What could they have done better?

We always get the best outcome, as Adam explores all requirements before a commitment is made.

Review from verified client

February, 2017

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Required pension advice and also needed to liberate some of the tax free cash urgently.

How has Adam Reeves helped you?

Worked closely with me and quickly understood my situation and requirements. Worked diligently and with empathy to get the desired outcome by the required deadline.

Have you seen the outcome you were hoping for?

Yes most definitely.

What could they have done better?

Nothing. I have been completely satisfied.

First impression from a user who is not yet a client

February, 2017

Overall

Please provide a brief comment about your experience with Adam

He was extremely professional and took care to get to know our situation and what we hoped to achieve before offering us further help

First impression from a user who is not yet a client

January, 2017

Overall

Please provide a brief comment about your experience with Adam

Adam went out of his way to help me. I had been advised by another independent financial advisor to move my pension scheme. After speaking to Adam it was clear that it was not the right course of action and this was subsequently confirmed by a Pension Wise advisor. Adam was so helpful with his advice and time. He made several call backs which were way beyond what was expected. It’s good to know that I’ve found an advisor who I can trust and call on in the future and I would recommend Adam without hesitation.

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in Sussex

What were the circumstances that caused you to initially look for an adviser?

Equity Release Schemes.

How has Adam Reeves helped you?

Found the most appropriate and fairest deal for us.

Have you seen the outcome you were hoping for?

Yes.

First impression from a user who is not yet a client

January, 2017

Overall

Please provide a brief comment about your experience with Adam

Adam called and arranged to visit me - he turned up promptly and took time to advise me on a pension review and recommendations I had received. He explained everything carefully to me and I have now decided to use his services and company to look after my pension rather than the other company. There was no pressure at all but what Adam told me made sense and I feel a lot more comfortable using a local company and can see that Adam has good reviews.

First impression from a user who is not yet a client

January, 2017

Overall

Please provide a brief comment about your experience with Adam

Very clear and helpful

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

I was seeking to find an alternative pension provider since my existing pension was under performing.

How has Adam Reeves helped you?

Adam took time to provide me with options and explained each of them in a pragmatic, coherent manner without the usual jargon which enabled me to make an informed decision.

Have you seen the outcome you were hoping for?

Adams advice was invaluable. 12 months after switching pension providers following Adams guidance my pensions performance is considerably better.

What could they have done better?

Nothing

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Advice on Equity Release.

How has Adam Reeves helped you?

Found a very competitive proposal and gave good advice in respect of options.

Have you seen the outcome you were hoping for?

Yes!.

What could they have done better?

Nothing

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I need help and advice regarding my pension.

How has Adam Reeves helped you?

He gave me very good helpful advice regarding my pension.

Have you seen the outcome you were hoping for?

Adam explained all the options available to me in a way I could understand and I'm very happy with help and advice given.

What could they have done better?

Adam covered everything that was needed, and I was very happy with the advice he gave.

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I had a frozen pension and was recommended to Adam Reeves for some advice.

How has Adam Reeves helped you?

Adam has advised me on my frozen pension and mortgage.

Have you seen the outcome you were hoping for?

The advice I received has exceeded my expectations.

What could they have done better?

Nothing he covered all my needs.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I regularly review my financial sitiation in terms of Pensions, Life Assurance and Mortgage. I will speak to Adam regularly to ensure have the right products and cover.

How has Adam Reeves helped you?

As always, Adam asks me to complete a 'self assesment' type form and from that we discuss my requirements in the context of my plans now and for the future. Adam always gives me options and explains each scenario clearly and comprehensively. Recently Adam has helped me remortgage my property, saving me a lot of money.

Have you seen the outcome you were hoping for?

Yes. I have the outcome I was hoping for, in fact it has been exceeded. I have been able to save money and with part of these savings, re-invest in Life cover giving my family better protection. I doubt I could have achieved this myself.

What could they have done better?

I dont think there is anything Adam or the team could have done better. An excellent service.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in East Sussex

What were the circumstances that caused you to initially look for an adviser?

I was looking to change my mortgage.

How has Adam Reeves helped you?

He explained everything so beautifully and set me up with an incredible deal which I'm still thrilled with.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

I can honestly say he's been faultless.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in

What were the circumstances that caused you to initially look for an adviser?

I first came to Adam for a Mortgage, but he has since assisted with Insurance, pensions and company pension transfers.

How has Adam Reeves helped you?

Adam was very clear with everything that we discussed, and always on the end of the phone if needed. Adam's greatest asset is that he takes time and listens to what I am trying to achieve.

Have you seen the outcome you were hoping for?

Certainly in the past, I am currently re-mortgaging my property and all is going well so far.

What could they have done better?

We need more Adam's as he is in very high demand

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in

What were the circumstances that caused you to initially look for an adviser?

Recently Adam has assisted with re-mortgaging my property so that I could consolidate 2 mortgages and have some funds left over for home improvements. Previously, Adam has arranged insurances and pensions as required.

How has Adam Reeves helped you?

After sitting and discussing with Adam, he gave me options of how I could proceed, ensuring that I was fully aware of the outcome verse what I expected and where these 2 were different why and what benefit that was to me. The most important thing of all was and is honesty.

Have you seen the outcome you were hoping for?

Very happy with the outcome, the mortgage deal we are hoping to finalise is better than I expected.

What could they have done better?

I can't think of anything constructive, Adam has always been extremely helpful, perhaps the only thing I could say is that he normally returns call within 24 hours, sometimes it would be good to get a call back on the same day.

First impression from a user who is not yet a client

September, 2016

Overall

Please provide a brief comment about your experience with Adam

Professional, careing and informative.

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

What were the circumstances that caused you to initially look for an adviser?

Help with a mortgage.

How has Adam Reeves helped you?

Adam is an excellent IFA....objective and thoughtful.....

Have you seen the outcome you were hoping for?

Yes. Definitely.

What could they have done better?

Adam is an excellent IFA. It is hard t think how he could offer a better service.

Review from verified client

September, 2016

Overall

Service

Advice

Value

Based in

What were the circumstances that caused you to initially look for an adviser?

Loss of a parent, so we were looking for advice around inheritance and getting a mortgage.

How has Adam Reeves helped you?

Adam has been clear and helpful and very flexible with meeting times. He has helped me to get a mortgage and deal with inheritance issues and also give me a clearer understanding of how these things work.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

September, 2016

Overall

Advice

Service

Value

Based in

What were the circumstances that caused you to initially look for an adviser?

Family bereavement - advice re estate and remortgage of property.

How has Adam Reeves helped you?

clear guidance provided on options available to us.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

My step father John Critchley has dementia and needed care in a specialistCare Home. This meant that I had to sell his property. I am his Deputy under a Court of Protection. (COP) . I needed the funds to invest in order to pay the Home Care costs until his death.

How has Adam Reeves helped you?

After explaining my requirements Adam advised me of the various options available . After detail discussion we were able to determine the best way froward on a difficult issue particularly in the role of Deputy where you are representing another person's financial situation and your actions have to be reported to the Court of protection.

Have you seen the outcome you were hoping for?

It has been about 10 months since following Adam's advice and although the financial market has been turbulent after Brexit the investment return has been good and the cost has been covered and now al is positive.

What could they have done better?

I am extremely satisfied and cannot see how he could have been better. He has kept in contact, keeps me informed of any potential tax implications and Government proposals that could have impact. What more could I ask for.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Have 5 pension plans, needed advice on the best way to manage them.

How has Adam Reeves helped you?

He looked at my pension plans, gave me advice on several, and we agreed to change some of them to a more flexible scheme.

Have you seen the outcome you were hoping for?

Yes happy with the way my pension plans are developing.

What could they have done better?

I am satisfied with the service Mr Reeves has delivered to me and also the continued aftercare he offers.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

I was approaching retirement and had over the years worked for a number of different employers and my self as a consultant in engineering. I had a verity of pension funds and sought help from Adam as to the most beneficial way of maximising the pension fund on retirement and also how to invest the cash sum also available to me.

How has Adam Reeves helped you?

He reviewed all the different funding sources I had. Thereafter he discussed on a one to one basis the options available to me. Some of the schemes had good annuity values better than I could have achieved in the market place therefore I am now receiving a regular pension from them. The remaining fund has been invested and I am able to use these as a draw down facility. The facility allows me to draw funds when required or should I need it purchase an addition annuity. The result provides me with the flexibility I required. He maintains regular contact and.

Have you seen the outcome you were hoping for?

Adam maintains contact on a regular basis and keeps me informed on latest financial information about the market and impact of Government decisions and legislation. I am extremely pleased with the professional service he provides and have seen the outcome Iwas hoping for, hence my "Excellent " rating given.

What could they have done better?

As far as I am concerned as a professional person, Adam has ticked all the boxes. He is : Pro-active Provides regular personal reviews Updates me on latest relevant legislation What more can I ask for.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Planning for my future,.

How has Adam Reeves helped you?

Investment ideas, securing better monthly outgoings etc.

Have you seen the outcome you were hoping for?

Yes, the future is looking easier, Mortgage rate is better.

What could they have done better?

I am happy with the service I recieved

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Hampshire

What were the circumstances that caused you to initially look for an adviser?

I have been wanting some mortgage and pension advice.

How has Adam Reeves helped you?

Adam carefully listened to what i required and then outlined a few options that met those requirements, but where he went the extra mile was in giving me some other options that were better and included things that i hadnt thought of. He gave good, helpful, clear and very effective advice also made it easy to understand and i now have things in place that i wouldnt have thought of but will make my future all the better.

Have you seen the outcome you were hoping for?

Everything that Adam has done was made a easy as possible. All the forms were explained clearly and processed very quickly with the minimum of fuss.

What could they have done better?

I really dont think there is anything more that Adam could have done he went above and beyond through all stages and made the process very simple.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Mortgage and Divorce.

How has Adam Reeves helped you?

First Class Advice and followed up my queries.

Have you seen the outcome you were hoping for?

Yes I certainly Have.

What could they have done better?

Very Happy with Adam

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Overall review and divorce.

How has Adam Reeves helped you?

By clear explanations and trust worthiness.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

As he's 5 star not a lot more

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I wanted proper advised with my mortgage.

How has Adam Reeves helped you?

he guided me through and advised on the best mortgage according to my circumstances.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Could not have asked any more of him.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I wanted to obtain the best independent advice that I could, without incurring horrendous fees, and feel comfortable that the adviser who was acting for me, was acting in my interest - not their own.

How has Adam Reeves helped you?

By sourcing a number of options, and taking time to explain them - making my choices easy to understand.

Have you seen the outcome you were hoping for?

Most certainly, while I hear friends and work colleagues complaining that their investment products are performing poorly, I can only say how pleased I am with all of his recommendations.

What could they have done better?

He went the extra mile for me and exceeded my expectations. I can not thank him enough.

Review from verified client

August, 2016

Overall

Advice

Value

Service

Based in Warwickshire

What were the circumstances that caused you to initially look for an adviser?

I required a new mortgage and relocation of various pension pots.

How has Adam Reeves helped you?

Did what most others would not and listened. He is the only advisor I have had who i believed had a grasp of my aims.

Have you seen the outcome you were hoping for?

Yes. I have the house I wanted and for once feel that my pensions are working as well as they might given external factors.

What could they have done better?

Just remember that small things may not seem important to one person but can be pretty major to another. Adam has grasped this concept and realizes that the omission of this point can affect the overall impression of the way he does business.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

We were looking for a good Mortgage deal.

How has Adam Reeves helped you?

He searched the market for the best deals for us. Explained the advantages and pitfalls of each deal and advised us of the best package to suit our needs.

Have you seen the outcome you were hoping for?

Yes we are very happy with the package he organised for us.

What could they have done better?

He could not have done anything any better we are very happy.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Having downsized I needed to invest a lump sum.

How has Adam Reeves helped you?

Gave me excellent advice for an investment portfolio.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/a

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

I needed mortgage advice in the past and, more recently, pension advice.

How has Adam Reeves helped you?

Adam arranged affordable mortgages for me and gave me good,well-timed annuity and pension advice.

Have you seen the outcome you were hoping for?

Yes. All services have proved to be excellent advice.

What could they have done better?

Nothing that I am aware of

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Parent needed advice on investment.

How has Adam Reeves helped you?

By assessing needs and giving advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Completely satisfied

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

I am fast approaching my retirement age and was eager to understand the efficacy of a number of small work based pensions accumulated over the course of my working life. To this end, I contacted Mr Reeves for his assistance.

How has Adam Reeves helped you?

Mr Reeves requested from me all the pertinent copies of the the pension policies to be reviewed and received my written permission to act on my behalf. After careful scrutiny of the policies concerned he wrote to me with a clear review of the details and prospective benefits of the individual policies.

Have you seen the outcome you were hoping for?

I now feel confident that I can understand the likely pension benefits I have accrued, allowing me to better plan for my future.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I needed advise as i was splitting from my wife, i found the advise really sensible and helpful.

How has Adam Reeves helped you?

Adam helped with various parts of my finances,.

Have you seen the outcome you were hoping for?

Yes i am happy that the advise i received was good advise, i was pleased with the final outcome.

What could they have done better?

To be honest i was happy with all aspects. Adam came to me at a time that suited me and advised i a way i could clearly understand.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Re-structuring a pension plan for improved future growth, greater flexibility and better management control.

How has Adam Reeves helped you?

Performed a full and detailed analysis of market leading pension providers, proposing recommendations to achieve the requested improvements.

Have you seen the outcome you were hoping for?

Obviously as a long term investment approach this will present the outcome I am hoping for over the coming years however I am very pleased with the ease of management of the initial stages of the selected plan.

What could they have done better?

Adam Reeves has provided our family with many services over an extended period of 20 plus years through lifes many challenges and he has been source of reliable and qualified advice that I hold in high regard.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Need for professional advice on a number of personal and business issues.

How has Adam Reeves helped you?

Providing products that met or went beyond my expectations.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Getting to an age where I need to plan for the future. Also Adam has helped over the years with different mortgages.

How has Adam Reeves helped you?

Sourcing best mortgage deals available, arranging insurances, forward financial planning.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Could find no fault with services provided, very prompt service with great attention to detail.Understood my requirements very quickly.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Mortgage advice.

How has Adam Reeves helped you?

Arranged mortgage on purchase of house and remortgage or a BTL property, then subsequently a remortgage on both properties.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing at all. Adam was extremely helpful and very proactive.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Surrey

What were the circumstances that caused you to initially look for an adviser?

mortgage.

How has Adam Reeves helped you?

Adam was very helpful, explained which options would be best for me.

Have you seen the outcome you were hoping for?

Yes and all arranged in a few days very pleased.

What could they have done better?

nothing , more tea

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

Looking for pension advice.

How has Adam Reeves helped you?

Adam arranged contact with my pension provider and gave advice on my options.

Have you seen the outcome you were hoping for?

Yes, I will be taking a lump sum from my pension and investing a large amount.

What could they have done better?

Adam is very proactive and has been very helpful keeping me fully updated on progress.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I was contemplating moving house and wanted to know the options available and whether I would be able to switch from my current Mortgage Lender.

How has Adam Reeves helped you?

Adam searched the whole of the market to find me another lender who was able to offer me a better rate.

Have you seen the outcome you were hoping for?

Yes - Not knowing that much about mortgages myself I relied on Adam to provide me with the financial advice I was needing.

What could they have done better?

Nothing - Adam kept me fully informed and was able to explain any terms which I wasn't familiar with.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Ineeededadvice.

How has Adam Reeves helped you?

He invested my money to good advantage and produced returns which more Ryan covered his chsrges.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I couldn't ask for more, he was extremely helpful as I am not good st finding things for myself.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in West Sussex

What were the circumstances that caused you to initially look for an adviser?

I was looking for advice.

How has Adam Reeves helped you?

By understanding my best options.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, all very good.

Review from verified client

April, 2015

Overall

Advice

Service

Value

Based in Surrey

How has Adam Reeves helped you?

We have utilised Adam's services for many years. He has been very patient, understanding and sincere throughout and has always got the job done for us! His advice has always proven to have merit and therefore we are confident to recommend him to others!