We are named as one of UK’s top financial planners for the sixth year in a row

Published by Andrew Pincott on 3 December 2019

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We have been named as one of the UK’s leading financial planning firms by the influential trade magazine Citywire New Model Adviser.

Every year, Citywire New Model Adviser identifies the 100 financial planning and advisory firms who are ‘at the top of their game’. And for the past six years, our dedicated financial planning team has made the cut, with their expertise in dealing with vulnerable clients and its commitment to training and developing the next generation of financial planners being particularly highlighted.

Julia Parsons, a Director at Kreston Reeves Financial Planning said: “To be recognised as one of the leading independent financial planning firms in the UK for six years is a row is a tremendous honour. It marks the dedication and professionalism of the whole team.”

“We are particularly pleased that our commitment to training and developing the next generation of financial planners has been recognised. It is something we hold to be important, not just to our own business but to our clients and their families.”

Kreston Reeves Financial Planning currently has 26 dedicated members of staff with six Chartered Financial Planners. The team takes a holistic view of an individual’s financial position, advising business owners, company directors, those with inherited or earnt wealth and those approaching retirement on all areas of pensions, investments, protection and financial planning.

In addition to being a Chartered Financial Planning firm, they also voluntarily subscribe to The Pension Transfer Gold Standard and have a specialist Society of Later Life Adviser, ensuring their clients only receive the very best independent financial advice.

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