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About Us

Reeves Financial, IFA’s covering West Sussex, Kent, & Surrey

Established for more than 25 years’, Reeves Financial is a registered and qualified Independent Financial Advisor (IFA) service. Working across the South East of England we have developed a fantastic reputation and built up a large base of clients – many of whom have worked with us for a number of years. We work throughout Sussex, Kent, and London, as well as across the rest of the UK.

Our expertise

Our IFA services come from highly experienced, fully qualified professionals who keep pace with the industry. We are always mindful of current trends, and changes across the marketplace. We stay on top of the latest technology, and regularly take part in training to ensure we are also providing you with the most up-to-date advice.

We provide a wide range of services that give entirely independent and impartial financial advice. We take the time to achieve an insight into the individual needs of our clients – once we understand and agree your priorities, we can provide you with relevant and appropriate advice to your situation.

Our ethos

We are passionate about providing clear, and transparent financial advice, and financial planning services in plain English. All our communications with our clients are free from jargon and technical language. We deliver impartial financial planning, specialising in pensions, retirement advice as well as savings and investment planning.

We also place a huge importance on great customer service. We take a personal approach to all of our clients, understanding that each individual or family or business has different financial needs and requirements. We take the time to meet with you regularly to review our service.

Our resources

Our Knowledge Centre contains a huge range of free resources that can help to provide you with better financial awareness and knowledge. As well as these in-depth resources, we also run an ongoing blog which covers a wide variety of subjects across the financial world.

We understand how important it is for you to understand your own financial situation. That’s why we pride ourselves on our fantastic customer service throughout the process. As your circumstances change and evolve, we are on hand to provide you with an ongoing service as well as potential solutions.

We provide each client with a secure login. This allows you to access your funds individually and monitor them whenever you wish.

Our pledges to you:

  • We will provide high quality, impartial advice, researching and advising from the whole of the market.
  • We will keep matters simple and always use jargon-free language.
  • We focus our efforts to add and achieve positive value for you.
  • We will do everything we can to help you reach your financial goals and aspirations to ensure peace of mind.
  • We will provide with clarity the information you need for your important financial decisions.
  • We will deliver first class customer service with a focus on providing you with the excellent outcomes you are looking for.

Signature

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

Regulatory Information:

Reeves Financial a trading style of Matters South East Ltd is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England and Wales No. 05062663.

Our FCA registration number is 400129. We are authorised to advise, arrange and bring about transactions as defined in the following documents.

Investment, Pensions, Home Finance Products (not including Equity Release) and Insurance

Lifetime Mortgages and Home Reversionary Plans Only

Please also read our Disclaimer info and Website Terms & Conditions.

Complaints

We’re sorry you’ve felt you need to complain but letting us know when you’re unhappy gives us the opportunity to put matters right for you and improve our service for everybody. For further information on how we can put things right please click on the link to see our Complaints Brochure.

Read our reviews

Vouched For
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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
Read all our reviews here
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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 01/12/2023 at 10:00 PM
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