A Reeves financial advisor with one of our clients.

Financial Services

Your financial advice, now with Reeves

If your adviser or advice firm has joined Reeves, we’re here to make the change feel as straightforward as possible. We’ll take the time to get to know you, understand what matters to you and make sure you know what happens next. You’ll also have the support of the wider Reeves team whenever you need it. This page explains what joining Reeves means for you and who you can speak to with any questions. 

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The same focus on you, with more behind it

When your advice firm joins Reeves, we take time to understand you, your circumstances and the plans you already have in place. You’ll continue to have financial advice and support, now backed by the wider Reeves team. As we bring in our systems, processes and services, some things may change or improve. If they do, we’ll explain what’s happening and what it means for you, so you always know where you stand. 

Where Reeves can support you

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Reeves Investment Services

Your investments can be managed with a research-led approach, shaped around your attitude to risk, plans and stage of life, with ongoing oversight.

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A Reeves financial advisor with one of our clients.

Looking for financial advice?

If you’re not already a client and would like independent financial advice, Reeves Independent is the place to start.

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Get to know Reeves

Find out more about the wider Reeves Group, the people behind it and the support and expertise available to you.

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What you can expect from Reeves

We introduce ourselves

We’ll be in touch to welcome you to Reeves, explain what’s happening and make sure you know who to contact if you have any questions. 

We get to know you

We’ll take time to understand your circumstances, the plans already in place and what matters to you for the future.

We keep you in the picture

As your firm becomes part of Reeves, we’ll explain any changes that affect you clearly and give you time to understand what they mean. 

We keep planning with you

Your financial planning continues beyond the transition, with regular reviews helping your plans evolve as your life, priorities and circumstances change.

How our advice process works

  1. Clear support through the change

    We’ll make sure you know who to speak to and where to turn, with your financial plans and needs kept at the heart of the transition.

  2. Open, straightforward communication

    Some things may change as you become a client of Reeves. When they do, we’ll explain what’s changing, why and what it means for you.

  3. Advice that stays personal

    Any advice or recommendation you receive will be based on your circumstances, goals and attitude to risk, rather than a one-size-fits-all approach.

  4. Your investments kept under review

    Where we manage your investments, they’ll be monitored on an ongoing basis, supported by independent research and oversight from the wider Reeves Group.

3+

Years advising acquired clients

1,200

Clients we look after

96%

Clients who stay with us

What does joining Reeves mean for you?

What happens to my financial plan?

We’ll get to know you, understand what’s already in place and what matters to you for the future. Your financial planning and support will continue, and if there’s anything we think should change, we’ll talk it through with you first.

Who will look after me at Reeves Financial Services?

At Reeves Financial Services, you’ll also have a wider team around you who get to know your circumstances and plans, so there’s always someone who can help when you need us.

Will anything change for me?

Some things may stay familiar, while others could change as we introduce Reeves’ systems, processes and services. If something affects you, we’ll explain it clearly and in good time, including what’s changing and what you need to do, if anything.

What happens to my investments?

Where your investments are managed by Reeves, they’ll be supported by ongoing oversight and independent research. We’ll explain what applies to your portfolio and talk you through any changes. Investments can fall as well as rise, and you may get back less than you invest.

I’m new to Reeves. Can you help with financial advice?

Yes. If you’re not already a client and are looking for independent financial advice, Reeves Independent is the place to start. The team can help you understand where you are, where you want to be and how you could get there.

Have a question and not sure who to ask?

Just get in touch. Whether you have a question about your plan, investments or the move to Reeves, we’ll make sure it reaches the right person in the team.