An IFA with 20+ years of independent professional experience, friendly, approachable and advice provided is jargon-free. Providing a professional, full financial planning service specialising in pensions, savings and investments, helping clients with the pension changes from April 2015 - assisting clients as they plan for retirement - assessing the suitability of all the retirement options available (e.g. Flexible Access Drawdown, Annuities, etc). We are personable and friendly and will listen and tailor our service to suit your individual needs. We act with total trust and integrity in all our work with you. Being open, honest and transparent, our reputation is important to us and we will do what we say we will do. Being a fully independent whole of market Independent Financial Adviser (IFA), we are committed to providing you with the best possible advice, service and support. We provide straightforward independent financial advice you can trust. We help clients prepare for retirement and explore their options.
Served areas
- Horsham
Business details
- Licensed
- Insured
Highlights and features
- Pensions, Retirement Planning and Investments
Associations and certifications
- Fully Regulated by the Financial Conduct Authority. FCA Number 400129.
Payment methods
- Cash
- Debit cards
- Credit cards
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Offices
Working hours
| Monday | 9:00 AM ÷ 5:30 PM |
| Tuesday | 9:00 AM ÷ 5:30 PM |
| Wednesday | 9:00 AM ÷ 5:30 PM |
| Thursday | 8:30 AM ÷ 5:30 PM |
| Friday | 9:00 AM ÷ 5:30 PM |
| Saturday | 9:00 AM ÷ 5:30 PM |
| Sunday | Closed |
Working hours
| Monday | 9:00 AM ÷ 5:30 PM |
| Tuesday | 9:00 AM ÷ 5:30 PM |
| Wednesday | 9:00 AM ÷ 5:30 PM |
| Thursday | 9:00 AM ÷ 5:30 PM |
| Friday | 9:00 AM ÷ 5:30 PM |
| Saturday | 9:00 AM ÷ 5:30 PM |
| Sunday | Closed |
Services
Pensions
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Planning for your retirement has never been more important than it is today and at Reeves Financial we realise that for many people their pension fund can be their largest asset. With increasing reliance on the private sector it is essential that clients receive the very best advice when it comes to their pensions.
Investments and Savings
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There are a wide range of investment and savings products and solutions in the market place. We will look at your complete financial situation and future needs before advice is given.
In designing and managing savings and investment portfolios, we strive continuously for tax efficiency, taking account both of immediate and prospective taxation.
Mortgages
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With over 5000 different schemes on the market, deciding which mortgage is suitable for you is daunting to say the least. Protection Policies
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Protection policies are an extremely important part of successful Financial Planning.
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Reviews (10)
Lauren Carrera
Jun 23, 2022
Adam was very generous with his time. He gave us free advise over a 30 minute telephone call as he didn't think we needed anything else. Thanks to Adam we now have a roadmap for our own research and have avoided paying a lot of money in fees. We really appreciate his honesty and good will in happily helping us at a cost to himself. This shows me just how trustworthy he is, something that is hard to come by.
When it comes to the information shared with us, Adam listened carefully and asked questions so he could fully understand our situation and what we were looking to achieve. He then gave practical next steps we could take that will get us on the right track and did so in an empathetic manner - not arrogantly like others in his line of work. When we've saved up a deposit for our first home, we will definitely be giving Adam another call as we feel we would most definitely be in safe hands. Thank you Adam- the reviews I read about you when trying to find a financial advisors were not wrong. Five stars all the way! All the best, Lauren
When it comes to the information shared with us, Adam listened carefully and asked questions so he could fully understand our situation and what we were looking to achieve. He then gave practical next steps we could take that will get us on the right track and did so in an empathetic manner - not arrogantly like others in his line of work. When we've saved up a deposit for our first home, we will definitely be giving Adam another call as we feel we would most definitely be in safe hands. Thank you Adam- the reviews I read about you when trying to find a financial advisors were not wrong. Five stars all the way! All the best, Lauren
Peggy Seddon
Jun 09, 2022
Sussex Office
May 29, 2019
David Law
Jan 15, 2018
Chris G.
Oct 28, 2016
Adam reviewed all the different funding sources I had. Thereafter he discussed on a one to one basis the options available to me. Some of the schemes had good annuity values better than I could have achieved in the market place therefore I am now receiving a regular pension from them. The remaining funds have been invested and I am able to use these as a draw down facility.
The facility allows me to draw funds when required or should I need it purchase an additional annuity. The result provides me with the flexibility I required. He maintains regular contact and always helps advise me.
The facility allows me to draw funds when required or should I need it purchase an additional annuity. The result provides me with the flexibility I required. He maintains regular contact and always helps advise me.
Chris G.
Oct 28, 2016
Adam reviewed all the different funding sources I had. Thereafter he discussed on a one to one basis the options available to me. Some of the schemes had good annuity values better than I could have achieved in the market place therefore I am now receiving a regular pension from them. The remaining funds have been invested and I am able to use these as a draw down facility.
The facility allows me to draw funds when required or should I need it purchase an additional annuity. The result provides me with the flexibility I required. He maintains regular contact and always helps advise me.
The facility allows me to draw funds when required or should I need it purchase an additional annuity. The result provides me with the flexibility I required. He maintains regular contact and always helps advise me.
David
Oct 23, 2016
Did what most others would not and listened. He is the only adviser I have had who I believed had a grasp of my aims. I have the house I wanted and for once feel that my pensions are working as well as they might given external factors. Just remember that small things may not seem important to one person but can be pretty major to another. Adam has grasped this concept.
Sarah Hawkes
Lynne Harris
I have known and trusted Adam for over 15 years and he has given me great financial advice on many aspects. I recommend him to all my friends, who have been delighted with his service. My husband, Roger Harris, has seen his investments, that Adam recommended, grow by 18.5% over the last 6 months, despite the uncertainty over Brexit. Thank you and well done you!
Lesley Black