Financial planning

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

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Meet the expert – Joe Burns
News

Tax Disputes: Meet our expert Joe Burns

02/12/2024

Joe Burns is a Tax Disputes Senior Manager at Kreston...

2 wooden blocks with a percentage symbol and a downward arrow.
News

Interest rates on their way down?

09/10/2024

For the first time in over four years, the Bank...

News

Pension Scheme Bill announced by King Charles

07/08/2024

In his address opening parliament last month, King Charles surprised...

News

Managing and protecting your wealth: The business of a lasting legacy

07/08/2024

If you own a business or an interest in a...

News

Inheritance tax update – why business owners need a Will 

07/08/2024

If you own a business partnership or have shares in...

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Industry recognitions

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

Caxtons Chartered Surveyors

Caxtons Chartered Surveyors

Caxtons is the largest independent firm of chartered surveyors in...

Meet the financial planning team

Tim Maakestad

Tim Maakestad APFS

Director of Kreston Reeves Financial Planning Services Ltd

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    Tom Barnett

    Tom Barnett BSc Hons APFS IMC

    Director of Kreston Reeves Financial Planning Services Ltd

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      Bethany Turton

      Bethany Turton MA, APFS

      Chartered Financial Planner

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        Daniel Robertson

        Daniel Robertson

        Business Development Manager at Kreston Reeves Financial Planning Services Limited

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          David Hurst

          David Hurst DipPFS

          Consultant of Kreston Reeves Financial Planning Services Ltd

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            David Thornberry

            David Thornberry

            Financial Planning Director of Kreston Reeves Financial Planning Services Ltd

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              Georgia Bulbrook

              Georgia Bulbrook FPFS, PFE(PIP)

              Chartered Financial Planner at Kreston Reeves Financial Planning Services Limited

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                Guy Hilton

                Guy Hilton DipPFS

                Financial Planner at Kreston Reeves Financial Planning Services Limited

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                  Kim Williams

                  Kim Williams APFS

                  Financial Planning Director and Chartered Financial Planner at Kreston Reeves Financial Planning Services Limited

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                    Lee Hayward

                    Lee Hayward APFS, EFP

                    Chartered Financial Planner and Senior Manager at Kreston Reeves Financial Planning Services Limited

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                      Ruth Dolan

                      Ruth Dolan FPFS

                      Financial Planning Director & Chartered Financial Planner of Kreston Reeves Financial Planning Services Ltd

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                        Stuart Bates

                        Stuart Bates FPFS

                        Financial Planning Director & Chartered Financial Planner of Kreston Reeves Financial Planning Services Ltd

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                          Terry Burgum

                          Terry Burgum ACII

                          Chartered Financial Planner and Senior Manager at Kreston Reeves Financial Planning Services Limited

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                            Tom Bulbrook

                            Tom Bulbrook BSc Hons DipPFS

                            Financial Planner at Kreston Reeves Financial Planning Services Limited

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                              Vince Molloy

                              Vince Molloy

                              Chartered Financial Planner for Kreston Reeves Financial Planning Services Ltd

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                                © Copyright Kreston Reeves LLP 2024. All rights reserved. Registered to carry on audit work in the UK and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales. Kreston Reeves LLP is a Limited Liability Partnership registered in England and Wales with registered number OC328775. Kreston Reeves Financial Planning Services Limited is an appointed representative of Craven Street Financial Planning Limited (Registered in England and Wales: 03852054. Authorised and regulated by the Financial Conduct Authority: 135202). Kreston Reeves Financial Planning Services Limited is registered in England and Wales with registered number 13241966. Kreston Reeves Private Client LLP is regulated for a range of investment business activities and licenced to carry out the reserved legal activity of non-contentious probate in England & Wales, reference number C002168789. Kreston Reeves Private Client LLP is a Limited Liability Partnership registered in England & Wales with registered number OC342713. Registered office: 37 St Margaret’s Street, Canterbury, Kent CT1 2TU.