Reed Financial Ltd

Independent Financial Adviser  Ellersley, Hungerford, Berkshire, RG17 8QE
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th October 2021
Meet our advisers
MR Stuart Reed Dip PFS
Director / I F A

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

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

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

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

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.

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.

What our clients say
thank you so much with helping us to finance (and refinance!) purchase and rental of our properties. you were so efficient at all!!
Mr & Mrs Marrion, Bristol
Dear Stuart just a line to thank you for all your help and knowledge acquiring my equity release. it will make such a difference to our lives. The kitchen is on its way and the new bathroom is next on the list. However, first things first, I have just paid for my funeral!!(Ha Ha) - (equity release)
Mrs S Knight, Reading
YES!!!! I'm so relieved! It took 9 hours of two different people arguing over the completion date - both of which were threatening to pull out(!) I was just happy to be exchanging so didn't care about when we were completing! Thank you so much for everything - I'm so glad I use you and Stuart, every time you're both so helpful and human in what can be quite an inhumane process! (mortgage)
Mrs M Grantham, Yateley
This has been a long time coming I hear you say!! Nevertheless we are greatly indebted to you both for all the work you did for us, for the endless queries and telephone calls. Many, many thanks. All debts have been settled and we have invested a substantial amount. I now sleep peacefully; the family were all happy with the arrangement. (equity release)
Mr & Mrs Davies, Ammanford, South Wales
Thank you Stuart & Judith and thanks for all your help you guys are stars X (mortgage)
Ms M Burley, Ruislip
Thank you so very much for all your help and advice over the last few months. It has all been much appreciated and has also given me the confidence to pursue my dreams. (post retirement mortgage)
Mrs J Bowen, Abergavenny
About us

Personal financial planning available for your present and future needs. As an IFA with over 25 years financial services experience I aim to provide sound independent advice to my clients. 90% of new customers are referred by existing clients who trust me to advise their friends & family. Please feel free to call for an initial chat <phone number hidden>.

Our services

Listen to a client's needs & concerns and then tailor a suitable plan to take all personal requirements into account. We also discuss matters in plain English and try to avoid jargon at every opportunity; our aim is to ensure you understand all of your financial planning.

Where to find us
Head office address: Ellersley, Folly Road, Lambourn, Hungerford, RG17 8QE
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
7.0/10
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FCA authorised
Last authorised 25th October 2021

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