Reed Financial

Independent Financial Adviser Reed Financial Ltd, Ellersley, Folly Road, Lambourn, Berkshire, RG17 8QE

Response rating

7.0/10

20th August 2018

VASTLY EXPERIENCED IFA PRACTISE OFFERING SOLUTIONS TO ALL GENERAL FINANCIAL PLANNING NEEDS IN A HELPFUL & FRIENDLY MANNER.

We can advise you on

Buy to let
Equity release
First time buyers
Flexible
Home reversion
Remortgage
Residential
Self build
Self employed

Meet our advisers

Stuart Reed

Principal / I F A

Qualifications & Accreditations Hide qualifications

MAQ - Mortgage Advice Qualification (CII)

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.

Dip PFS - Personal Finance Society Diploma (PFS)

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

R06 - Financial Planning Practice (CII)

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

R01 - Financial Services, Regulation and Ethics (CII)

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

ER1 - Equity Release (CII)

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.

AF5 - Financial Planning Process (CII)

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

What our clients say

Stuart & Judith 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

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 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. (mortgage)

Mrs J Bowen, Abergavenny

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)

M Grantham, Yateley

Thank you Stuart & Judith and thanks for all your help you guys are stars X (mortgage)

Ms M Burley, Ruislip

Where to find us

About us

PRINCIPAL HAS OVER 20 YEARS EXPERIENCE IN FINANCIAL SERVICES, SINCE 2000 AS AN IFA. CLIENTS ARE PRIMARILY PRIVATE INDIVIDUALS THROUGH TO SMALL CORPORATES WHO BENEFIT FROM BEING TREATED AS UNIQUE. TAX PLANNING AND RISK STRATEGY AT THE FOREFRONT OF RECOMMENDATIONS TO MINIMISE RISK TO CLIENTS.

Our services

EXPERIENCED FINANCIAL PLANNERS; SPECIALISING IN MORTGAGES, EQUITY RELEASE, PENSIONS, PROTECTION, INVESTMENTS AND IHT PLANNING. OVERALL PLANNING TO CREATE A FINANCIAL SOLUTION FOR CLIENTS OVER THE SHORT, MEDIUM AND LONG TERMS TAILORED TO SPECIFIC NEEDS AND TARGETS.

We can advise you on

Buy to let
Equity release
First time buyers
Flexible
Home reversion
Remortgage
Residential
Self build
Self employed

Special offers

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Preferred clients

Minimum mortgage value

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