We are a chartered firm of financial planners. This means we have satisfied rigourous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK's leading firms that wholly committed to providing you with the best possible advice, service and support.
We provide comprehensive financial advice to both private and corporate clients to build, manage and protect your wealth.
We aim to help you achieve your goals and objectives by establishing an understanding of your present circumstances and priorities, developing a plan to follow taking into account your attitude to risk and building a long term relationship with you.
We agree a level of service in advance with you, so you know what to expect and carry out regular reviews to ensure that your financial plans are updated as your circumstances change.
Trading since 1989, we have many years experience in assisting clients with their financial arrangements and providing a first class service. We also work with other professionals such as solicitors and accountants whose clients need financial advice.
We provide independent advice by not being linked to any product provider and we are therefore paid either by commission or fee. The cost is agreed in advance with our clients.
We have specialist advisers for pensions, investments, trusts and inheritance tax solutions, long term care funding and corporate schemes.
Although our main office is in Canterbury, we are also available for meetings in any of the Reeves+Neylan offices in Kent, Gatwick and London.
