Financial planning

Financial planning

Building long-term relationships and developing strategies to help you achieve your personal, financial and business objectives.

Welcome to Kreston Reeves Financial Planning Ltd

We are a Chartered Independent Financial Planning firm with a key focus of providing you with quality client service, tailored to meet your changing needs.

Having worked closely with clients for over 30 years, our team has continually grown in size, reputation and the areas in which we can help you.

We work with you to help you:

Invest for your long-term goals

Are you keen to capitalise on the most rewarding investment opportunities, but unsure on how to start, or how your existing investment portfolio is performing?

Our expert team of advisers can create a diverse investment portfolio tailored to your own individual requirements to help you reach your goals. We take into account any preferences you may have, such as meeting certain ethical or social responsible requirements.

Find out more >

Protect you, your family & business

How do you adequately protect the things and people most important to you?

With lots of options available, it is important to ensure you make the right choices.

We can expertly guide you through these to ensure you, your family and business are protected against any eventuality.

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Plan for long term care

Whether for yourself or a loved one, discussing long term care can be a delicate issue.

We have specialists qualified in this particular field that can support you and your family through this difficult process.

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Achieve your desired lifestyle in retirement

Are you looking forward to retirement, or are you uncertain on what existing provisions you have in place? Will this achieve your desired lifestyle and how should you take these benefits?

Our team have expert knowledge in this field and can provide advice on saving towards retirement. We can help you maximise any existing provisions and ensure you take benefits tax efficiently so you obtain your retirement ambitions.

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Leave a legacy to future generations

Do you want to leave assets to your loved ones, but are unsure on how to do so without them having to pay significant tax on event of your death?

We have expertise in putting plans in place, allowing you to pass more to your family.

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Introduce and manage employee benefits

In a competitive marketplace, are you considering the introduction of, or wish to review an existing employee benefit package? Or are you unsure on how to comply with workplace pension legislation?

Our advisers can provide expert advice to help you introduce and regularly review employee benefits. This will give you the advantage in seeking and retaining staff and ensure you meet legal requirements.

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A higher level of expertise

Chartered Financial Planners and Pension Transfer GoldWe are one of just 13.7% of UK IFA firms (as of February 2021) which hold the prestigious Chartered Financial Planners accreditation from the Chartered Insurance Institute, in addition to subscribing to the voluntary Pension Transfer Gold Standard and being a Personal Finance Society Accredited firm, ensuring you receive the very highest standard of Independent Financial Advice.


Being part of Kreston Reeves also allows us to combine our complementary skills to provide a bespoke financial planning service which we believe is second to none.

Industry recognition

In a competitive industry, our service has been recognised for an eighth consecutive year by Citywire New Model Adviser, listing us as a Top 100 IFA firm (2021-2022) where we have been regional finalists for the last two years.

Our team have also been finalists in the Adviser Firm of the Year (South East) at the Professional Adviser Awards 2017, Money Management Awards 2016 and Pensions Advisory Firm of the Year in England at the Corporate INTL Magazine 2016 Global Awards.

CityWire top 100

Please view our complete list of awards.

To login into Kreston Reeves’ Personal Finance Portal click here.

To login into Kreston Reeves’ wealth management service click here.

Kreston Reeves Financial Planning Limited, Independent Financial Advisers. Authorised and regulated by the Financial Conduct Authority.

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Brochure of services

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Brochure of services - Kreston Reeves Financial Planning

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