Reeves Financial
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.
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, researching and advising from the whole of the market.
2) We will provide peace of mind in helping you reach your financial goals and aspirations.
3) Provide understanding and clarity for the important financial decisions you make.
4) We will deliver first class levels of customer service focussing on excellent outcomes for you.
5) We will strive to keep matters simple and jargon free.
6) Our overall aims in our service are to add and achieve positive value for you.
Our first meeting is free.
We also offer a free 'second-opinion' service.
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 20+ 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.
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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