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.

Serviced Areas

  • East Grinstead

Contact Details

  Website
  Person Adam Reeves
  City East Grinstead
  Postcode RH19 4LZ
  Address Independent House, The Spinney
  Phone Number 01342 887635
  Mobile 07710 001100
  Fax 01403 333104

Business Representative

Adam Reeves

Independent Financial Adviser, Director

Products & Services

Pensions

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.


Mortgages

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

Protection policies are an extremely important part of successful Financial Planning.

In general protection policies fall under 3 categories:-

Life Assurance
Critical Illness Cover
Income Protection Plans

  • I would recommend this business
  • An excellent service. Found to be totally trustworthy, reliable and gave complete peace of mind.

Did what most others would not and listened. He is the only adviser I have had who I believed had a grasp of my aims. I have the house I wanted and for once feel that my pensions are working as well as they might given external factors. Just remember that small things may not seem important to one person but can be pretty major to another. Adam has grasped this concept.

Value for money
Service & support
Quality
Location
Overall ratingExcellent

Customer Testimonials

Excellent pensions advice. Adam is very experienced and knowledgable. Highly recommended.

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Social Activity

Empty Nest, Empty Wallet - Parents putting financial health at risk to fund university costs. When it comes to funding a university education, it is parents and grandparents who typically look to provide the money. But even though this may be the case,
Facebook on Oct 15, 2016   Full Post ›
Time to get wrapped up? How to shelter income and capital gains. For long-term investors, Individual Savings Accounts (ISAs) are a very tax-efficient wrapper that can hold cash savings as well as investments in stocks and shares. Savvy investors are also
Facebook on Oct 14, 2016   Full Post ›
Interesting post "Saving for a Rainy Day" - From the old adage of saving for a rainy day to planning for a comfortable retirement, before you can actually define your investing goals you need to ask yourself what you want to achieve. While deciding on
Facebook on Oct 13, 2016   Full Post ›
Time is of the essence - start thinking about preparing for any big events as soon as you can: http://ow.ly/z472304Qbat
Facebook on Oct 6, 2016   Full Post ›
Read about how the lifetime allowance reduction could impact on your retirement savings under the new Reforms to Pension rules: http://ow.ly/ZU5I304QaPu
Facebook on Oct 5, 2016   Full Post ›
Do you have a financial plan in place to help protect your home or are you financially exposed? Please read this article http://ow.ly/hKGA304QarO
Facebook on Oct 4, 2016   Full Post ›
Interesting article on Managing your Retirement Savings: If you’ve accumulated numerous workplace pensions over the years from different employers, it can be difficult to keep track of how they are performing. The process of bringing all your pensions
Facebook on Sep 29, 2016   Full Post ›
Retirement Freedoms: Deciding what to do with your pension savings is an important step we will all have to take. Following changes introduced in April 2015, you now have more choice and flexibility than ever before over how and when you can take money
Facebook on Sep 28, 2016   Full Post ›

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