Business Details
30 Years
experience
Trusted Financial Advisers for Retirement Planning
Established in 1996 by founder Nigel Reeves, our firm has grown into a respected specialist advice provider focused on pension and retirement planning. With over 900 million in funds under management and 5,000+ ongoing clients, we combine industry expertise with personalized service to help individuals achieve their retirement goals. Our team of FCA-authorised professionals delivers tailored strategies for retirement planning, investment management, and tax optimisation, supported by a commitment to transparency and client education. Recognised as a Top 100 advice firm by the Financial Times, we maintain rigorous compliance standards through our Financial Conduct Authority authorisation (FCA no. 839943).Our approach prioritises long-term financial security, balancing market expertise with individual client needs to create bespoke solutions that adapt to evolving regulations and personal circumstances.
Services
Retirement Planning
Investment Management
Tax Planning
Pension Advice
Wealth Management
Details
- Year established: 1996
Highlights and features
- Established in 1996 with 900m+ funds under management
- FCA-authorised specialists in pension and retirement planning
- Five-star Trustpilot reviews from 5,000+ ongoing clients
- Personalised investment strategies with ten tailored portfolio options
- Expert tax planning to maximise deductions and reduce liability
Associations and certifications
- Financial Conduct Authority
- Financial Times Top 100 Advice Firm
What people say
Excellent retirement planning
Expert investment management
Transparent tax advice
Personalised approach
Professional team
Services
Retirement Planning
Our retirement planning service creates customised strategies to maximise pension potential. We assess individual circumstances to optimise income streams, manage tax liabilities, and ensure financial security during retirement. The process involves comprehensive reviews of existing pension arrangements and development of tailored roadmaps aligned with personal goals.
Investment Management
We offer diversified investment solutions across ten portfolio strategies. Our approach combines long-term planning with active risk management, utilising global market insights and partnerships with leading fund managers. Clients receive ongoing portfolio monitoring and adjustments to maintain alignment with evolving financial objectives and market conditions.
Tax Planning
Our tax planning service identifies legitimate opportunities to reduce liabilities through pension contributions, ISAs, and inheritance tax mitigation. We provide strategic guidance on tax-efficient investments and regulatory compliance, ensuring clients maximise deductions while adhering to current legislation.
Questions
What retirement planning services do you offer?
We provide bespoke retirement planning including pension reviews, income optimisation strategies, and tax-efficient withdrawal planning tailored to individual circumstances.
Are your financial advisers qualified?
All our advisers are FCA-authorised professionals with specialist expertise in pension and investment management, maintaining ongoing regulatory compliance.
How do you charge for your services?
Our fee structure is transparent and discussed during the initial free review, with costs aligned to the complexity and scope of required services.
Can you help with overseas retirement plans?
Yes, we provide specialist advice for retiring abroad, including pension transfers and tax-efficient arrangements for international relocation.
What investment options are available?
We offer ten diversified portfolio strategies with varying risk profiles, incorporating global equities, fixed income, and alternative assets.
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Reviews (5)
Olly Peach
Jan 28, 2020
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I've been with Reeves for 10 years and would not hesitate to thoroughly recommend them. Honest straightforward team. Bang up to date and trustworthy.
Paul Ruyssevelt
Feb 21, 2016
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Nigel Reeves has provide advice to me in respect of my own pension requirements and in respect of two family trusts. I have been very pleased with the advice provided by Nigel and I am very happy with the standard of service provided by Reeves Independent
Anne Livesey
Jan 12, 2016
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Nigel is knowledgeable and supportive. He's very proactive as an IFA and always has my needs and concerns as the central focus. He is straightforward and honest; no flannel, no condescention, no flash car (out of my profits), just great advice. I would recommend him wholeheartedly
Martyn Healy
Nov 13, 2015
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"Nigel is a seriously good guy in financial advice and planning. He is always up to date with latest legislation which means I benefit quickly in any changes. Since having Nigel on my side I feel very comfortable with my investments and pension planning"
Neil Donald
Jun 21, 2015
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Nigel and his team provided a bespoke pension service tailored to my specific requirements and has expertly advised and explained the process at every stage, sharing his insight and knowledge with a personable and easy going approach. I would have no problem in recommending Nigel and his team, and look forward to using his services, on an ongoing basis, in the future.
