Our advice process

Our process – how we work with our clients

All our services start with an initial meeting. Following this, the likely next steps are outlined below:

To complete and complement our services:

In addition to providing comprehensive financial planning services, as part of the wider Kreston Reeves group, we also offer a full range of accountancy, tax, business advisory and legal services in-house.

As with all that we do for you, these will be discussed to tailor to your personal needs and circumstances.

© Copyright Kreston Reeves LLP 2025. All rights reserved. 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 Audit LLP is registered to carry on audit work in the UK by the Institute of Chartered Accountants in England and Wales. Kreston Reeves Audit LLP is a Limited Liability Partnership registered in England and Wales with a registered number of OC306454. Kreston Reeves Financial Planning Services Limited is registered in England and Wales (13241966) and is an appointed representative of Craven Street Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority: 135202. 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.

The Financial Ombudsman Service is available to settle complaints between individuals and financial services businesses that they are not able to resolve themselves. For full details of the Financial Ombudsman Service please visit the FOS’ website.