Stuart Bates FPFS
- Financial Planning Director & Chartered Financial Planner of Kreston Reeves Financial Planning Services Ltd
- +44 (0)330 124 1399
- Email Stuart
Holding significant sums in cash is neither as safe nor as sensible as many people used to believe. The UK banking crisis may appear to be resolved but even the best deposit accounts may not necessarily protect your cash from the corrosive effects of inflation.
Whether you are looking to invest for the first time or would like help reviewing your existing investment portfolio, we will provide you with the expert, truly independent advice. We can help you to use investments as part of your overall financial planning strategy.
If you are looking for income, long term growth or both, our investment professionals will be able to help guide you through the maze of investment options that are available to you.
We will also ensure that your investments are as tax efficient as possible. We keep up to date with the full range of investment opportunities that enable you to save tax so you do not have to.
Our team of financial planners will take the time to understand your circumstances and financial situation before making any recommendations. We can find out information about any existing investments or portfolios you may have, by examining your current documentation. You can rely on our honest and unbiased advice to take in the whole of the marketplace and identify what will work to your best advantage. We can then tailor the options to suit your needs.
Please contact us to discuss how our experts across the South East may assist with your own particular circumstances.
© 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.
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