Adams & Poole Financial Services

02/08/2026

“Your ability to manage your emotions when you see the markets go down is something that you pick up from your parents in early years.

You watch what they do with their feelings.

Do they drink when they’re sad or smoke when they’re stressed or lash out when they’re angry — or do they manage to control those feelings and not act on them?

That’s really important for future investors because the No 1 skill that you’ll need is not a maths skill but the ability to stay calm in times of turbulence and not change the plan just because you’re feeling worried.”

(financial psychotherapist - Vicky Reynal)

29/07/2026

PENSION CHANGES 2027
Consultations available - call 01889 597970 to arrange.

07/05/2026

INVESTMENT TIPS………By diversifying across different assets, it is possible to avoid exposing investments to undue risk.

Model Portfolio Services (MPS) are professionally managed investment portfolios that are already diversified across different assets, regions, and sectors. These portfolios are typically built using:

* equities (shares)
* bonds
* property
* commodities or alternatives
* ETFs and investment funds

The idea is to spread risk rather than relying on a single asset or market.

One of the biggest risks in investing is emotional decision-making.

Investors often:

* panic during crashes
* chase performance
* switch strategies too often

An MPS can reduce this because someone else controls allocation decisions.

(The performance figures shown refer to past performance. Past performance is not a reliable indicator of future performance.)

04/01/2026

We work closely with you to create clear, effective financial strategies—giving you confidence today and security for tomorrow.

20/11/2025

15/11/2025

OPPORTUNITY- ADMIN WORK - UTTOXETER AREA

Due to growth and expansion we need an administrator to join our team and work out of our Uttoxeter Office at Dovefields, Town Meadows Way.

You would be working alongside our financial planning team, dealing directly with clients and managing a number of different systems.

You would be responsible for a wide range of administrative duties and provide support to both of our company directors.

Previous experience in financial services would be desirable but competent IT / admin skills and expertise is an essential. Full training provided.

Please send us a message to chat though the role in more detail and email CVs to:

[email protected]

13/11/2025

We are available to talk if you have any questions about pensions and investments ….

10/11/2025