Financial Planning Services London

Welcome to Kreston Reeves Financial Planning Services

We are a Chartered Independent Financial Planning firm with a key focus for over 30 years of providing clients with quality service, tailored to changing needs.

Financial planning news

News

In uncertain markets, a trusted financial planner can help you navigate with confidence

10/04/2025

Recent geopolitical events, particularly the renewed volatility triggered by the...

find out the best ways to mitigate inheritance tax

News

Ways to mitigate your Inheritance Tax position

28/02/2025

Our experts share their thoughts on a typical Inheritance Tax...

Find out if you need to review your personal finances

News

Do you need to review your personal finances before 5 April 2025?

26/02/2025

Ahead of the new tax year, it may be prudent...

News

How life insurance and trusts can reduce your inheritance tax liability

25/02/2025

Why take out a life insurance policy? Life insurance policies...

Find out more information on our seminar with Bacheller Monkhouse

Events

Inheritance tax and estate planning seminar with Batcheller Monkhouse

24/02/2025

Are you eager to learn about the latest developments from...

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We work with you to develop strategies to achieve a variety of your personal, financial and business objectives.

I am looking to:

If you wish to capitalise on rewarding investment opportunities, our team can review and create a diverse portfolio tailored to your individual requirements, including any of your ethical or socially responsible preferences.

With many options available for protecting the people and things important to you, we can help to ensure yourself, your family and business are sufficiently protected against any eventuality.

Discussing and planning for long term care be a delicate issue, whether for yourself or someone close. Our specialist expertise can support you through this difficult process.

If saving towards, or planning for your retirement, our team can assist you in maximising provisions tax efficiently.

So you can pass more to those you care for, we can help you put plans in place to ensure there are no unintended tax consequences.

In a competitive marketplace, the introduction, review of, or introduction of an employee benefit package can help you not only meet legal requirements but also provide an advantage in recruiting and retaining staff.

A higher level of expertise

We are one of the few UK firms holding the prestigious Chartered Financial Planners accreditation from the Chartered Insurance Institute and are accredited by the Personal Finance Society, ensuring you receive the very highest standard of independent financial advice.

Industry recognition

In a competitive industry our team have service have been recognised consistently by Citywire’s New Model Adviser and FT Adviser as a top 100 IFA firm.

How we've helped clients

Icom UK Ltd

Icom UK Ltd (Icom) is one of the country’s leading...

Financial planning

Welcome to Kreston Reeves Financial Planning Services

In uncertain markets, a trusted financial planner can help you navigate with confidence

Ways to mitigate your Inheritance Tax position

Do you need to review your personal finances before 5 April 2025?

How life insurance and trusts can reduce your inheritance tax liability

Inheritance tax and estate planning seminar with Batcheller Monkhouse

We work with you to develop strategies to achieve a variety of your personal, financial and business objectives.

Invest

Protect myself, family and business

Plan for long term care

Plan for retirement

Leave a legacy

Introduce, review and manage employee benefits

A higher level of expertise

Industry recognition

How we've helped clients

Meet the financial planning team

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