Chartered, award-winning, accredited, committed to financial coaching and shifting the focus from your money to you; just a few of the reasons why our clients choose us.
As a Chartered firm, we are amongst the UK’s leading financial planning firms. Awarded by the Chartered Institute of Investments (CII), the accreditation represents the gold standard of financial planning. You can learn more about it here.
As independent advisers, we have the freedom to recommend financial solutions from the whole market; we have no affiliations with any product or provider. That means we can guide you towards the most appropriate solutions for your unique circumstances.
We specialise in financial planning and coaching
Whilst a Financial Adviser will likely provide you with transactional advice, our approach is quite different. We are Financial Planners who provide financial coaching; we work with you on a proactive, ongoing basis to enable you to achieve your goals. Our focus is you, not your money.
We’re award-winning and accredited
Our awards and accreditations demonstrate our dedication to providing exceptional advice and service: not only are we Chartered, but Andrew Reeves is a Certified Financial Planner™, ISO 22222accredited and one of VouchedFor’s Top UK Advisers. Read more about our awards and accreditations here.
We charge less than our peers
Our fees are lower than those of our peers due to our focus on technology, efficient systems and, therefore, lower overheads. You can learn more about our fees here.
We’re active in our community
We’re passionate about giving back to our community and inspiring young people. We do pro bono work with local schools such as Wellingborough Sixth Form and Uppingham school; speaking at careers fairs and talking to students about financial planning as a career.
We strive to be carbon neutral
Our impact is important to us; we strive to run our business as energy-efficiently as possible. Our office runs predominantly on energy derived from solar panels and biomass.
Our happy clients
Andrew has been my adviser for over 20 years. He was recommended to me upon the death of my first husband and has shown patience in advising me on the best way to invest my money. Andrew gives the best advice. I have never been disappointed and, what’s more, I trust him.
I’m not very financially savvy and need a plan for my savings, investments and pensions. Andrew explained everything in a very clear and understandable way. I feel happier and more organised about my finances now.
I am a woman on my own, who has not been educated on the intricacies of the financial world, so I wished to receive professional advice. Andrew Reeves is a very personable man to deal with and explains everything so well. I am absolutely satisfied with the advice I have received and trust his judgement implicitly.
I was made redundant at the age of 60 and wanted advice on taking early retirement. The Investment Coach analysed my financial position and attitude to investment risk, putting a financial plan together to enable me to take early retirement.
I was looking for a financial adviser to help me plan for retirement. Andrew used cashflow forecasting to help me understand my personal point of financial independence. I have now achieved clarity for my long-term plans. I particularly appreciated Andrew’s flexibility of approach to address my individual needs.
I wanted to know how best to prepare for retirement and manage my money. Andrew helped me set up my pension, invest my money and organise my life insurance policy. I have definitely seen the outcome I was hoping for.
I wanted an adviser that understands my situation to help me complete my family plan. Andrew gathered all information needed to understand my goals and repositioned my pensions and investments to facilitate our plan. Each annual review we discuss any changes to make sure we’re still on track.
I was looking to invest company money. Andrew helped us spread the investment and decide on the best options. He was very helpful and informative.
We had received lump sums following retirement from teaching and we were anxious to invest the money for capital growth. Andrew had a grasp of our situation and explored our attitude to risk. His language was jargon-free, and he explained the different options available to us. We feel confident that we made a reasonable investment decision and that this was appropriate for our current and future needs.