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Our Services

Independent Financial Advice in East & West Sussex, Kent, Surrey & London

Reeves Financial are able to offer independent professional financial advice on the following:

Being highly experienced and professional, you can be assured of the very best advice at all times.

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Pensions

With so many options available, getting your pension fund, income and planning right can seem like a challenge. So at Reeves Financial we offer independent financial advice for all of your pensions. We specialise in planning, tax efficiency and flexible options; with our independent pension advice we will help you look forward to a relaxed and stress-free retirement.

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At Retirement

After a lifetime of hard work, you’ve finally arrived at the milestone of retirement. This major transition requires thoughtful and careful financial planning to support your lifestyle needs and goals in the years ahead. Reeves Financial offer expert, high-quality advice to help you make the right decisions at retirement. Our experienced and understanding team will work with you to help you create a suitable retirement roadmap for your individual circumstances.

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Investments

At Reeves Financial we offer comprehensive investment advice to help ensure you are making the most of the plans, investment products, solutions and opportunities available. Looking at both your current financial situation and future needs, we provide entirely bespoke and personalised advice, taking into account immediate and prospective taxation.

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Wealth Management

At Reeves Financial we offer a Wealth Management Service with a focus on what matters most to you. Our expert wealth advisory team work closely with you to develop a long-term strategy that reflects your financial goals, your personal circumstances and your attitude to risk.

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Tax Planning

Tax Planning

Most of us risk being taxed on our income, our capital gains and the value of our estate when we die. It is worth getting a clear grasp of how these taxes work and then discussing with us the most tax efficient financial planning for you. We encourage you to be careful to understand and plan efficiently.

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Long Term Care

Costs can be a huge financial burden not only for clients but their families as well. We can help arrange solutions that can cover the costs of residential or nursing home fees. We offer independent advice and peace of mind with Whole of Market options. We understand the importance of making your money last.

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Equity Release

There is a huge variety of equity release and lifetime mortgage options available on the market, at Reeves Financial we can provide you with expert advice on the most suitable products for you. Whether you are looking for a lump sum or you would like equity release that provides you with a number of regular payments, we can help.

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Corporate Services

Most business people are heavily involved in the day to day running of their businesses. Peripheral issues such as Company Pensions (Auto Enrolment) and Group Benefit Schemes often require independent and impartial advice. In listening to your aims and objectives we deliver solutions you want.

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Because Your Money Matters

Watch Our Videos

Here you will find a selection of informative videos including "Pension Changes and What Options You Have" and "How Equity Release Works".

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Contact Us

If you would like advice from our qualified IFAs in Horsham, Crawley and East Grinstead, please fill in our contact form and we will get back to you as soon as possible. We offer advice to our clients throughout Sussex, Surrey, Kent and London, as well as across the UK.

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Read our reviews

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After initial meeting Adam put together a very detailed and thorough written plan. At our second meeting he went through the whole booklet and explained everything in layman’s terms which made it a lot easier to understand.

I am very happy with everything that was suggested and put in place especially with something as big and important as pensions. Adam and his team have taken a huge weight off my shoulders and I would highly recommend their services to anyone needing help with their financial planning and pension.  Adam couldn’t have been more helpful, and even came outside his normal area to meet me on a number of occasions.

Richard - Kent

Unfortunately I had to claim on my critical illness insurance due to my wife being ill and because of the sound advice Adam gave in acquiring this insurance we ended up being financially safe through a tough time.

Steve - Kent

Adam did a review of our financial situation, confirmed that Flexible Drawdown best suited our needs as a family, and then did all the research into the best product for us. He will continue to monitor it for me. He acted extremely promptly because we had a deadline for requiring the lump sum; went out of his way arranging meetings during non-office hours, was professional yet friendly and explained a difficult subject very well.

Clare – East Sussex

Adam did a thorough review of my pension policies, clearly explained how well they had performed, how flexible they were, how the market regulation has changed, and, crucially, what the tax implications would be if I were to leave them untouched. He accurately assessed my attitude to risk and recommended an up-to-date solution that will offer me the greatest flexibility at retirement.

Greg – East Sussex

Adam was quick to assess & understand my situation, and was able to discuss & communicate in a very concise and simple way the various options available to me, taking time for me to understand and clarify where necessary. My understanding & knowledge of taxation & pensions has increased significantly allowing me to feel much happier making financial decisions for the future.

Rob – West Sussex

Adam and his team undertook in-depth research into our existing QROPS schemes and clearly set out both pros and cons of transferring the funds back to the UK. Having decided to go ahead with the transfer, Adam and his team worked extremely hard to facilitate the transfer. The QROPS pension trustees were not always the most professional or responsive organisation – however we were very grateful for the perseverance and commitment that Adam showed us as clients.

Jonathan – East Sussex

Adam offered a range of financial products , the one he suggested was affordable and proved to be a good choice.  Returns on investments have exceeded my expectations, based on Adam’s advice and guidance. Profits have enabled house improvements to take place.

David - Surrey

Adam arranged an appointment very timely, he explained his role and qualifications as an IFA giving me reassurance , we went through my retirement and investment goals. Adam discussed my options explaining in great detail, I felt relaxed during our discussions allowing me to fully understand my choices. I feel very confident in the financial advice allowing me to enjoy my retirement.

I was very happy with Adam’s recommendations and explanations of financial products which would suit my retirement goals, I feel this has helped me review and reduce my financial risk as I reach retirement, leaving me feeling confident that I can enjoy my retirement plans.

Ron – West Sussex
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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 29/11/2024 at 08:00 AM
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