Ross Adams - Financial Planner

In the past few weeks, I’ve had planning meetings with both new and existing clients who’ve come to me with the same agenda item: “When can I retire?”

It’s genuinely one of my favourite questions to be asked as an adviser.

I believe helping someone understand their retirement timeline—and showing them when they can reach financial independence—is one of the most motivating pieces of work we can put together as financial planners.

There’s nothing quite like producing a plan where the client’s main takeaway is to prepare their notice letter

Knowing that clarity and confidence came as a result of my advice is as satisfying as it gets.

Yet far too often, I meet people who believe they’re receiving ongoing financial advice but have never actually been shown what their financial independence day looks like, or when it’s achievable.

If that sounds familiar, don’t put it off any longer.

Find out when your financial independence day is—and what steps you need to take to get you there with confidence.

⏳📈 ' Time in the market vs. Timing the market' 📈⏳

% odds based on timeframes since the Inception of the worlds biggest market proxy

.The only secret is time...

Beware of the 6 figure tick box!

Ross Adams DipFA on LinkedIn: 🚨Beware of the 6 figure tick box ???' 🚨 When was the last time you… 🚨Beware of the 6 figure tick box ???' 🚨 When was the last time you reviewed your workplace pension provision? Thankfully default pension funds are being…

📝📕 2025 - The year you take action with your financial plan!

If one of your new years resolutions is to review your finances and take steps to protect and secure your family's financial future - I'm here and ready to help with ⬇️

💷 Advice on savings and investment goals

🤱👨🏼‍🍼 Advice on protecting your family both now and in the future

⛱️ Advice on having a solid financial plan into retirement

If any of these are on your new years resolution list drop me a message and we can arrange a chat 🗣️