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Pensions

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Planning for the Future – Independent Advice from Qualified IFAs

It has never been more important to get your pension in order. Your pension fund is one of your largest, and most important assets that will help to support you into old age. It will ensure you can maintain a good standard of living in retirement.

At Reeves Financial, we provide personalised advice tailored to you that gives you peace of mind and confidence in your future finances. If you’re young and want to know more about pensions, we have the experience and expertise to help. If you’re exploring ways to give your retirement plan a boost, our professional team will be happy to discuss options with you. If you’re approaching retirement and want to ensure everything is suitably in order financially, we can help you make the important financial decisions to secure your financial future.

With increasing reliance on the private sector, it is essential that you receive the very best advice when it comes to planning for an income in retirement.

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Why choose us for pensions advice?

We have been established for over 25 years, so we have a wealth of experience in the pensions market.

With Reeves Financial, you get truly independent advice. We offer ‘whole-of-market’ advice. This means we are not tied to any particular pension products or restricted to particular financial institutions.

We take a personal approach and provide advice that is tailored to your needs and circumstances. This makes all the difference when you come to retire. Our financial experts will explore flexible options and tax efficiency, so we can create a plan that is most suitable for you.

We always thoroughly assess your attitude to risk before we offer any investment advice.

Your first meeting with us is usually FREE and if you already have a pension, we also offer a free ‘second opinion review’ service.

We provide a huge range of free resources in our Knowledge Centre, including our Guide to Retirement Planning.

We are authorised to offer independent advice and are regulated by the Financial Conduct Authority.

Our services

Speak to us about:

  • Personal Pensions
  • Stakeholder Pensions
  • Personal Pension Transfers
  • Occupational Pension Transfers
  • Employer Funded Auto Enrolment Schemes *
  • Group Schemes
  • Executive Schemes
  • Self-invested Schemes

* Auto Enrolment is not regulated by the Financial Conduct Authority.

As part of our service, we will review your existing schemes and provide you with a report analysing past performance of your funds. We will also assess the charges on the existing plans, and go through any other benefits, that your plans may offer.

Get advice on pensions near me?

If you would like advice from our qualified IFAs in Horsham, Crawley and East Grinstead, please fill in our contact form below 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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FAQs

What is a pension?

A pension is a long-term type of savings plan designed to help you save money for later life.

Are there different types?

There are several different types of pension scheme, some are run by employers, others you can set up yourself. With so many options available, it is always a good idea to speak with an Independent Financial Adviser before making your investment.

What are the risks in having a pension plan?

When you pay into a pension plan, your money goes into investment funds, such as the stock market, bonds, property or cash. As with any investment, the fund value may fluctuate and can go down as well as up. In some cases, there is a possibility your plan may be worth less than the total you have paid in.

If you are risk averse you can choose lower-risk investments, however you need to weigh this up with how your investments may grow.

How do I know how much I will get in retirement?

Your eventual income will depend upon the size of the fund at retirement, future interest rates and tax legislation. The type of plan you have will also dictate what you will get. For example, a defined benefit scheme aims to offer a specified level of income at retirement.

Is it too late for me to start paying into a pension pot?

No matter how old you are it is never too late to think about financially planning for your retirement and paying into a pension scheme. It is actually a tax-efficient way of saving money.

What happens if I die before retirement?

In many cases, your pension scheme will provide benefits to your dependants when you die, often as a lump sum. You may also have life assurance with your pension, which will get paid out as well.

Adam Reeves

Author: Adam Reeves

DipPFS Cert CII (MP&ER)
Independent Financial Planner, Wealth Manager, Director

Last updated on

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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

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
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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 03/12/2024 at 05:00 PM
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