Adam Rendall
Multiple locations
(3)
Multiple locations
(3)
As an Independent Financial Adviser, I deliver jargon free, whole of market advice.
I am qualified and authorised to provide regulated financial advice on:
- pensions and retirement planning
- investments
- mortgages
- protection
- inheritance tax planning
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3 customer reviews
Alan
What were the circumstances that caused you to look for a financial adviser?
-I was unsure how to deal with my pension, and finding it difficult to find someone to advise me safely without the feeling of this agent just looking for a good commission from a sale of a pension plan.
How did Adam Rendall help you?
-Adam Rendall met me for a discussion about my objectives and best direction for a Pension Plan to give me the best return for my available funds. After our first meeting, Adam followed up with e mails and telephone conversations to up date me and give me the chance to ask questions. these were all carried out in a manner that didn't make me feel up pressured. I wanted a low risk investment.
Have you seen the outcome you were hoping for?
-My pension is now paid regularly into my bank account ,I'm happy with the outcome.
What could they have done better?
-To the best of my knowledge Adam did very well, he showed various options and how they worked.
I am grateful to Adam for his professional advice his patience and time given to my case, I am satisfied that the low risk pension i now have in place is the right one for me.
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Kevin
What were the circumstances that caused you to look for a financial adviser?
-I needed help regarding the minefield of information of getting a tax free lump sum.
How did Adam Rendall help you?
-by going into great detail regarding my pension and long term goals
Have you seen the outcome you were hoping for?
-yes I was very comfortable with the advice Adam gave me, very thorough, with great attention to detail. Very methodical.
What could they have done better?
-my previous comments will suffice.
I was very impressed and comfortable with Adam, extremely knowledgeable, very thorough with great attention to detail.
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Paul
What were the circumstances that caused you to look for a financial adviser?
-My father had set up a private pension for me a few years ago and I had a company pension.
I needed help with making them both “better”
How did Adam Rendall help you?
-Adam delivered excellent advice which was clear, helpful and ultimately really beneficial
Have you seen the outcome you were hoping for?
-Absolutely
What could they have done better?
-Nothing, Adam’s advice has been spot on
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What do you love most about your job?
Helping people.
I became a Independent Financial Adviser, to help individuals to achieve their financial goals and live the life they want now and in retirement.
Why should our clients choose you?
Unbiased, simple and jargon free financial advice, with the aim of you living the life you want.
Can you provide your services online or remotely? If so, please add details.
I am able to provide face-to-face advice when government restrictions allow.
However, I have found that remote meetings can have many advantages. The feedback I have received throughout the lockdowns, indicates that I have provided an excellent service, remotely.
What changes have you made to keep your customers safe from Covid-19?
To keep all those I work with and support, I have been providing a remote service only.
Once restrictions are relaxed, I will then start to offer face-to-face appointments, should they be required.
Financial Planning
As an Independent Financial Adviser, I am able to offer you the best possible holistic solution from the 'whole of market' options.
I aim to do this in a simple, jargon free manner.
If you are looking for any kind of financial advice, please give me a ring and see how I can help you have a richer life.
Pension Advice
Throughout your working life, you may accumulate a number of pensions from your employers as well as a private pension. I can help to review your pension(s), before detailing their key features: cost, risk and performance. It will inform what you may receive when you access them. This may result in a pension transfer recommendation, should your prospects be improved by moving elsewhere.
Investment Advice
Whether you’re looking to generate income or invest for growth, having developed a thorough understanding of your objectives, attitude to risk and time horizon, you will receive a bespoke investment that benefits from the collective knowledge and experience of the Prosperity Wealth Investment Committee.
Protection Advice
Financial protection can cover a number of options, from life assurance to income protection, critical illness cover to private medical insurance. Designed to help relieve the financial burden on yourself and your loved ones, you can be sure that you will be provided with the right information to ensure you are adequately protected.
Mortgage Advice
Whether you are a first time buyer, moving onto a new deal or purchasing a buy to let property, you will benefit from independent advice, on a whole of market basis. Whilst your current lender may offer you a fantastic deal, let me check their offer against other lenders, so that you can be sure you have the best deal available.
Equity Release Advice
For those in retirement, you could benefit from receiving a lump sum, regular income or a combination. For others, it could be an integral part of an Inheritance Tax plan. Whatever your reason for considering equity release, by having a conversation, you will understand its advantages and disadvantages and know if it is right for you.
Inheritance Tax Planning
It is becoming increasingly likely that individuals and couples will breach their Inheritance Tax threshold. During your lifetime, you may have acquired assets including a home, pension, savings and shares. If you wish to maximise your legacy, passing more of your assets to family and friends, then early planning could prove beneficial.
