Testimonials

What some of my clients say...

“Adam has helped shape my finances from a mess into something logical.”

Andy Yates, West Yorkshire, Director, Intercontinental Exchange

“Adam Provided sound information and advice which allowed me to make decisions on the future.”

Viv Alexander, Essex, Manager - Cash Management, BNP Paribas

“Adam’s approach has been to look at what my needs will be when I retire; the income I will need to cover not just the basics but also provide a quality of life. He has then extrapolated that back to create an investment strategy that is tax efficient, diverse and is tailored to the needs of me and my family as a whole. What’s more he has been able to “stress test” the investments to see what will happen to my retirement income if there is any market upheaval in the future. Adam has also helped me look at my more immediate financial needs and how I can help my daughters as they complete their education and begin working life.”

Andrew Hall, Essex, Network Engineer, Goldman Sachs

“Adam took the time to get to know and understand us, the things we like to do now and what we would like both my wife and I, and our children’s future to be like. He helped us to build the right portfolio, providing insightful advice where needed. He keeps up to date on our circumstances, makes good recommendations that keep us on track with our plan, and responding as our needs change. We feel we get a very personalised service.”

Brad Andrews, Surrey, Senior Programme Manager, Morgan Stanley

“Adam has provided me with financial advice for almost a decade now. Adam’s advice has always been tailored to my own needs and ambitions as opposed to offering a one-size-fits-all service. I feel incredibly secure and confident in my financial future having followed his advice from the early stages of my career. I would recommend his services to anyone. In addition to the products and services that Adam has provided to me, I feel that he is a trusted advisor that I can discuss major financial decisions with. He is also able to utilise a wide network of contacts to provide assistance in other related areas, such as mortgage advisors and solicitors.”

Andrew Welch, London, Director, Bank of America Merrill Lynch

“Adam is a conscientious adviser who has helped me work through my financial planning as it has evolved over the years. He has always taken the time to understand my needs and help me make plans for them. His explanations of the different aspects of financial planning and products available have been clear and simple to grasp making it easy to decide on a course of action. He has offered advice to other members of my family who have also found it invaluable. I would not hesitate to recommend Adam to anyone who is looking for financial advice and I have done so on numerous occasions in the past.”

Hugh Adams, Kent, Advanced Services Engineer at Arista Networks

“Adam has helped me enormously in getting the financial plans for me and my family in order. When I started talking to Adam I was completely overwhelmed with the number of options when it came to pension, savings and investments, and I really didn’t know what it was I needed to have in place. He has helped me see the wood for the trees quickly and efficiently and his advice has always been clear and sound. I have already recommended Adam to number of friends and colleagues and I wouldn’t hesitate in doing so to anyone else looking for financial advice and planning.”

Ian Hawkins, Kent, Business Analyst at Deutsche Bank

“Adam is upfront and honest. His advice is concise and jargon-free. He doesn’t over promise but delivers effectively and efficiently on agreed objectives. Being able to rely on him helps give me peace of mind that my financial affairs are in safe hands.”

Simon Maynard, London, Specialist international arbitration advocate at Three Crowns LLP

“I have worked with Adam for more than four years as my financial advisor. Adam has always been proactive in reaching out to me with regards to account’s reviews and ensuring I have planned sufficiently for my future. He has put me in touch with some very valuable contacts especially with regard to will planning and mortgage advice. I have recommended many of my colleagues to Adam and would not hesitate in recommending him to anyone looking for a reliable and friendly financial advisor.”

Kohan Rebeiro, Surrey, Skype Deployment Project Manager at EY

Reviews and Ratings for Financial adviser Adam Rideout, London