An IFA with 20+ years of independent professional experience, friendly, approachable and advice provided is jargon-free. Providing a professional, full financial planning service specialising in pensions, savings and investments, helping clients with the pension changes from April 2015 - assisting clients as they plan for retirement - assessing the suitability of all the retirement options available (e.g. Flexible Access Drawdown, Annuities, etc). We are personable and friendly and will listen and tailor our service to suit your individual needs.
We act with total trust and integrity in all our work with you. Being open, honest and transparent, our reputation is important to us and we will do what we say we will do. Being a fully independent whole of market Independent Financial Adviser (IFA), we are committed to providing you with the best possible advice, service and support. We provide straightforward independent financial advice you can trust. We help clients prepare for retirement and explore their options.
Highlights, Specialties & Features
- Pensions, Retirement Planning and Investments
Professional Associations & Certifications
- Fully Regulated by the Financial Conduct Authority. FCA Number 400129.
|Address||On-Line House, 50-56 North Street|
|Phone Number||01403 333145|
Products & Services
Planning for your retirement has never been more important than it is today and at Reeves Financial we realise that for many people their pension fund can be their largest asset.
With increasing reliance on the private sector it is essential that clients receive the very best advice when it comes to their pensions.
Investments and Savings
There are a wide range of investment and savings products and solutions in the market place.
We will look at your complete financial situation and future needs before advice is given.
In designing and managing savings and investment portfolios, we strive continuously for tax efficiency, taking account both of immediate and prospective taxation.
With over 5000 different schemes on the market, deciding which mortgage is suitable for you is daunting to say the least.
Reeves Financial holds nationally recognised professional qualifications helping you with your mortgages.
We offer a Whole of Market approach to mortgages.
Protection policies are an extremely important part of successful Financial Planning.
In general protection policies fall under 3 categories:-
Critical Illness Cover
Income Protection Plans
- I would recommend this business
Adam reviewed all the different funding sources I had. Thereafter he discussed on a one to one basis the options available to me. Some of the schemes had good annuity values better than I could have achieved in the market place therefore I am now receiving a regular pension from them. The remaining funds have been invested and I am able to use these as a draw down facility. The facility allows me to draw funds when required or should I need it purchase an additional annuity. The result provides me with the flexibility I required. He maintains regular contact and always helps advise me.
|Value for money|
|Service & support|
Excellent pensions advice. Adam is very experienced and knowledgable. Highly recommended.
I have known and trusted Adam for over 15 years and he has given me great financial advice on many aspects. I recommend him to all my friends, who have been delighted with his service. My husband, Roger Harris, has seen his investments, that Adam recommended, grow by 18.5% over the last 6 months, despite the uncertainty over Brexit. Thank you and well done you!
Adam gave us excellent advice. We would highly recommend him....he is knowledgeable and very approachable