Kreston Reeves Financial Planning Ltd

Independent Financial Adviser  3rd Floor, London, Greater london, EC1Y 4YX
First meeting at adviser's own cost
We build long term relationships with clients and develop strategies to help you achieve your personal and financial objectives.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Buy my next home
check
Buy to let
check
Buying first home
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Sharia finance
check
Long term care
Response rating
7.4/10
check
FCA authorised
Last authorised 21st September 2020
Meet our advisers
Tom Barnett
Director

At the end of this unit, candidates should be able to demonstrate an understanding of: the main legal forms of business and how they are set up and managed; the consequences of bankruptcy or insolvency; business accounts and financial controls; the taxation of each type of business entity, its owners and employees; the main legal responsibilities businesses have to employees, suppliers and customers.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

This qualification assesses a knowledge and understanding of portfolio investment management. If passed before September 2010 QCF 3 after then QCF 4

Accreditations
Chartered Financial Planner
Lee Hayward
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses the candidate to develop in depth financial planning skills related to investments and the management of investment portfolios.

This examination assesses the candidate to develop in depth financial planning skills related to personal tax and trusts.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

This qualification helps advisers develop and demonstrate their financial planning capabilities.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

Accreditations
Chartered Financial Planner
David Hurst
Director

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

Accreditations
Chartered Financial Planner
What our clients say
"[Kreston Reeves] provided us with superior expertise during our recent acquisition. We were under tight time commitments as well as operating in a new environment and [Kreston Reeves] made this process painless. We achieved excellent results and [Kreston Reeves] continue to do an outstanding job for us"
Radek Barnert (Client), London/Hong Kong
About us

Kreston Reeves is one of the major accountancy and financial services firms practicing in London and the South East of England. Established over 100 years ago in London, we have built a reputation for our award winning tax and financial advice. Today, we have offices in London, Kent and Gatwick and employ over 300 staff including over 40 partners.

Kreston Reeves Financial Planning hold the prestigious Chartered Financial Planners accreditation from the Chartered Insurance Institute. This is the industry's "gold standard" for firms of financial planners in the UK.

Email: <email address hidden>

Our services

Our key focus is service. Aiming to provide a professional yet personal service to both individuals and corporate clients.

We build long term relationships with clients and develop strategies to help you achieve your long term objectives by establishing a thorough understanding of both your present circumstances and your future goals.

We have specialists who have a great deal of knowledge on investments for High Net Worth Individuals, Tax, Trust, Pensions and Investments.

We also offer education programmes and pre-retirement seminars to help demystify the often complex world of Financial Services.

Where to find us
Head office address: 3rd Floor, 24 Chiswell Street, London, EC1Y 4YX
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.4/10
check
FCA authorised
Last authorised 21st September 2020

Similar advisers near you

Independent Financial Adviser 0.19 mi
Integrity. Excellence. Ownership.
 
Independent Financial Adviser 0.27 mi
Our goal is simple: to provide clear and expert advice, to deliver product and service innovation, to invest in our people and to exceed our clients expectations! We value long term relationships and understand this is crucial for our clients.
 
Independent Financial Adviser 0.28 mi
Blackstone Moregate provides strategic advice to clients in the key areas of pensions, investments and Inheritance Tax planning
 
Independent Financial Adviser 0.28 mi
Should I cash-in my cast-iron, inflation-linked, guaranteed income for life? Is it right for me? Talk to us