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Your financial advice journey continued

Reeves Financial Services is an FCA authorised financial advice business within Reeves Group. It provides ongoing financial planning though its own adviser and services teams, working with clients across the UK in person or online.

What clients can expect of our services

Reeves Financial Services provides ongoing financial planning through its own advisers and service teams. The focus is on what happens after a client relationship begins, with a structured approach to advice, reviews, and support. 

Ongoing financial services

  • Regular reviews that keep your plan moving with you. 
  • Pensions and retirement income are planned together. 
  • A structured approach to advice and ongoing support.
  • A wider team that knows your plans. 

Investment looked after

  • A portfolio matched to your goals and attitude to risk. 
  • Ongoing research, management, and oversight. 
  • Changes explained clearly before they happen. 
  • Kept under review as your circumstances change. 
I initially used their free review service, but have since become a client due to how good my experience with the team has been.
Stew Glover, United Kingdom
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What moving to Reeves Financial Services means

When a firm joins Reeves Group, some clients maybe move onto Reeves Financial Services’ system, investment proposition and review process. That can mean changes to how their financial planning and investments are managed. 

Reeves Financial Services takes a considered approach to that transition. Rather than simply moving clients from one business to another, the team takes time to understand the relationships, plans and arrangements already in place, and introduces any changes carefully. 

A clear plan built around you

  1. Understanding what is in place

    Your adviser starts by looking at the plans, pensions and arrangements you already hold, and by understanding what you are aiming for and when.

  2. Planning around your goals

    Recommendations are explained clearly, with the reasons set out and the costs and risks made plan, so you can decide what you are comfortable with.

  3. Ongoing review

    Regular reviews keep your plan moving with you, with changes introduced carefully and anything that affects you explained as it happens.