One in three women and one in four men will require some care at some time during their life.
Providing advice for elderly clients and for those concerned with planning for their future well being is an extremely complex area requiring specialist knowledge and qualifications.
At Kreston Reeves Financial Planning, we have the experience and specialist expertise to help you plan effectively for the future, whatever it may hold.
We have achieved the ultimate qualification in the financial planning field of 'chartered financial planner’ so you can be confident that you are dealing with one of the UK’s leading firms.
As chartered financial planners, you can trust us to provide the highest standards of professional advice on planning for long term care and all areas of financial planning to help you achieve your goals.
Our adviser Paul Howson is a member of SOLLA (Society of Later Life Advisers). SOLLA members are specialists in advising older clients on financial matters and follow a strict code of conduct. SOLLA is a ‘not for profit’ organisation which aims to ensure that consumers are better informed about financial issues in later life, and can find an Accredited Adviser.
We are often asked for advice shortly after our clients or their friends or relatives have been admitted to a care home. If this is an area which affects you or your family please do talk to one our specialists today without obligation for qualified and impartial advice on this most important area of financial planning.
Our pension’s specialists can advise you on areas including:
- Personal pensions.
- Self invested pensions for clients who wish to have more control over their personal investments.
- Annuity purchase when you wish to take your retirement benefits.
- Phased pension withdrawals and unsecured income plans for clients looking to take tax free cash while keeping funds invested.
- Advice on pensions and pension splitting in divorce cases.
We aim to develop long term relationships with our clients. We will review your options if your personal circumstances or the economic climate changes. We always endeavour to ensure that you benefit from our comprehensive expertise that extends from investments and wealth management to planning for long term care. As part of Kreston Reeves Group, you will also benefit from expert, specialist tax planning advice at every stage of your relationship with us.
We’re proud that our services have been recognised in a competitive industry. Here are just some of the “awards” we’ve won over the years.”
If you would like to achieve peace of mind about your financial future, contact a member of our specialist team.
Other services we provide include:
Kreston Reeves Financial Planning Limited are authorised and regulated by the Financial Conduct Authority.