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  11. Reeves Financial

Reeves Financial

Independent Financial Adviser  Reeves Financial, Independent House, Horsham, RH12 1RD
First meeting at adviser's own cost
Horsham IFA with 25+ years of independent professional experience, specialising in pensions, savings and investments. Friendly, approachable and jargon free.
We can advise you on
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Annuity purchase
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Auto enrolment
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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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Bad credit
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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 commercial property
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Buying first home
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Buying overseas
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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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Right to buy
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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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Traded endowment policies
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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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Critical illness
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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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EEA
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Rest of world
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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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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Group risk
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
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FCA authorised
Last authorised 20th June 2022
Meet our advisers
MR Adam Reeves DipPFS Cert CII (MP&ER)
Independent Financial Planner, Director

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

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

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 assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

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 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, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

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
I have used Adam's professional IFA services for many years and he has always be totally reliable and has been of great benefit to us time and time again.
Mr M Wright, Horsham
Excellent service, really helpful and clear.
Mrs G Miller, Horsham
Adam's advice on our Pensions has been invaluable and we are so pleased with the help, advice and peace of mind.
Mr P Dawson, East Grinstead
I was very happy with the service I received. Everything was explained clearly to me. I am very thankful to Adam for all his help and hard work.
Mr P Coomber, Kent
Adam is a pleasure to do business with.
Mrs Ginger, Sussex
Adam always takes my calls and responds to my messages and is always there to offer advice and guidance. A very professional thorough service. Thank you!
Mr Knight, London
About us

We provide 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, UFPLS, 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.
Our Pledges to you:
1) Provide quality impartial advice advising from the whole of the market.
2) We will provide peace of mind in helping you reach your financial goals.
3) Provide understanding and clarity for your important financial decisions.
4) We will deliver first class levels of customer service focussing on excellent outcomes.
5) We will keep matters simple and jargon free.
6) Our overall aim in our service is to add and achieve positive value for you.
Our first meeting is free.
We also offer a free 'second-opinion' service.

Our services

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.

Reeves Financial has 25+ years of financial services industry experience.

We provide straightforward independent financial advice you can trust. We advise in all areas but specialise in pensions, savings and investments, and helping clients prepare for retirement and explore their options.

Services Include:

Retirement Planning;
Your Pension options at retirement;
Tax efficient Pensions advice;
A review and analysis of all your existing pension schemes;
Workplace Pensions and Auto-enrolment;
Tax-efficient Investments;
Inheritance Tax Planning.

Where to find us
Head office address: Reeves Financial, Independent House, 42 North Street, 42 North Street, Horsham, RH12 1RD
Service coverage
Preferred clients
Minimum wealth (income/assets)
£51,000
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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    Online (Live chat, video, email)
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 20th June 2022

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