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Choosing Investment & Savings opportunities – Professional Investments & Savings Advice from Qualified IFA’s

With such a large variety of investment products, solutions and opportunities available, it can be confusing trying to decide the best route.

At Reeves Financial we treat each client individually, looking at your current financial circumstances as well as your future needs and plans so that we can provide advice and strategy on the right investments for you. We take tax efficiency very seriously, examining both immediate and future taxation to ensure you are making the right decision.

In designing and managing savings and investment portfolios, we strive continuously for tax efficiency, taking account both of immediate and prospective taxation.

We recognise that investment management is not only about good performance but just as critically, about low charges.

Capital needs efficient management, to avoid tax problems, and provide security for families and estates, both now and in the future.

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The following are some of the products that we can offer advice on:

  • Individual Savings Accounts (ISA’s)
  • Stocks and Shares (ISA’s)
  • Investment Bonds
  • Guaranteed Bonds
  • Unit Trusts
  • Investment Trusts
  • Venture Capital Trusts (VCT’s)
  • Offshore Investments

We will ensure that the products we recommend to you are the most appropriate for your individual circumstances.


Investments – The value of units can fall as well as rise, and you may not get back all your original investment.

Trusts advice is not regulated by the Financial Conduct Authority.

Would you like to know more about our Investments and Savings planning and options?

Please fill in our simple contact form and we will get back to you as soon as possible.

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Adam Reeves

Author: Adam Reeves

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

Last updated on

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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

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
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