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About Us

Your financial advice, with continuity you can trust

When your financial adviser changes, having the right support matters. At Reeves Financial Services, our experienced advisers take the time to understand you, your circumstances and your goals, providing personal financial advice and ongoing support for the years ahead.

A smooth transition, followed by advice built around you

Being introduced to a new financial advice firm can feel like a significant change. Our role is to make that transition as straightforward as possible, while giving you the opportunity to build a trusted relationship with your new adviser.

We take the time to understand your existing arrangements, your financial circumstances and what matters to you. From there, we can assess whether your current plans remain suitable for your needs and discuss any areas where further advice may be appropriate.

Our approach is personal rather than one-size-fits-all. Whether you are planning for retirement, managing investments or reviewing your wider financial position, our advisers are here to provide ongoing guidance as your circumstances and priorities evolve.

Years advising acquired clients

1,200

Clients we look after

96%

Clients who stay with us

What can you expect from Reeves?

Advice that starts with you

When you join Reeves, we take the time to understand your circumstances, your existing arrangements and what you want your finances to achieve. Our advice is built around you and your circumstances.

Independent advice

As an independent financial adviser, we can consider a wide range of options across the market. Our recommendations are based on your individual needs and objectives, rather than being restricted to one provider or product range.

A relationship that continues

Changing adviser does not have to mean losing the support you value. We build long-term relationships with our clients, providing ongoing advice and regular reviews as your circumstances and priorities change.

Experience you can rely on

Our advisers bring years of experience helping clients make important financial decisions. That experience, combined with a personal approach, means you have a team to turn to as your financial needs evolve.

Recognised for the work we do

Independently judged awards for advice, client service and being a good place to work.

What it’s like to work with us

We take the time to understand you

We start by getting to know you, your finances and what matters to you. That gives us the context to provide advice that reflects your circumstances and your goals.

We make the transition straightforward

Changing adviser can bring questions. We’ll take the time to understand your existing arrangements, explain what happens next and make the process as straightforward as possible.

We explain things clearly

Financial advice should not leave you feeling confused. We’ll explain our recommendations, talk you through your options and make sure you understand what they mean for you.

We look at the bigger picture

Your finances are connected. We consider your pensions, investments, savings and wider financial plans together, helping you make decisions with the bigger picture in mind.

We give you time to make decisions

We won’t rush you into decisions. Our role is to give you clear information and considered advice, so you can understand your options and decide what feels right for you.

We stay with you

Your circumstances and priorities can change. We’ll continue to work with you, reviewing your plans regularly and providing advice when you need it.