Adam Reeves

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

We wanted to formalise our pension plans and needed assistance to identify the best solution to suit our circumstances.

How has Adam Reeves helped you?

Adam took time to understand our needs and produced a proposal which took full account of all our requirements.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Pension advice

How has Adam Reeves helped you?

Adam was not only knowledgeable but also genuinely invested in helping me understand my options. He took the time to explain complex concepts in a way that made them easier to understand, which made me feel more confident in making decisions about my pension fund and how it would work best for me.

Have you seen the outcome you were hoping for?

Totally. I left our appointment feeling well informed and very happy with the outcome. Before I saw Adam I was feeling a little overwhelmed and unsure about my options. I would highly recommend.

What could they have done better?

Nothing in my opinion.

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

Approaching retirement and needing to review pensions options to gain clarity on the best way forward.

How has Adam Reeves helped you?

Adam has helped me understand my pension options more clearly which has been incredibly valuable. Adam explains everything clearly and concisely without any financial jargon. To the lay person, pensions can be complex but if there was an area I didn't understand, Adam was more than happy to re-visit until I understood for which I am very grateflul, he has the patience of a Saint!

Have you seen the outcome you were hoping for?

Yes, without question, most definitely! Adam's professional, financial advice has enabled me to understand my options more clearly which has resulted in a much better improved financial return which I would have completely missed had Adam not explained the situation to me.

What could they have done better?

Nothing, it has been an absolute pleasure meeting with Adam. His passion and dedication for wanting to help others is clear to see with a genuine integrity in wanting to achieve the very best for his Clients. That comes across so easily to see from the very start. Adam is easy to get along with and his professional advice is second to none. I cannot praise him highly enough. I wouldn't hesitate in recommending Adam to friends and/or family.

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

Adam was recommended to us by some very good friends, after we had been given some not so good advice about 6 years ago from another independent advisor. Adam welcomed us to his office and listened to our situation and took on board our information. Adam briefly explained what he was going to do over the next few weeks and we met again and was almost blown away with the information and pension plan he opened our eyes to.

How has Adam Reeves helped you?

Upgrading my pension to suit our needs.

Have you seen the outcome you were hoping for?

Yes we were pleased with the outcome.

What could they have done better?

I can't think of anything they could have done better, we were very satisfied with Adam and his team.

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

Advice on investment and planning

How has Adam Reeves helped you?

After years of being frugal with my money Adam has helped me to look at my savings in a different way, and to think about enjoying spending more and creating good memories. But also, Adam has helped ensure that the savings I have will perform well and give me a secure future.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.