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Financial Planning

Financial planning for the life you want

Financial planning brings your money and your ambitions together. We help you understand where you are today, where you want to be and the decisions that could help you get there, creating a clear plan that evolves with you throughout life.

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What financial planning means for your future

Financial planning starts with understanding where you are now and what you want your money to help you achieve. We look across your income, savings, pensions and investments to see how everything fits together, then build a plan around the life you want. It is not something you do once and forget. Your plan develops as your circumstances and priorities change, helping you make informed decisions at every stage, particularly as you approach retirement and later life.

What financial planning can give you

A clearer picture

Understand where you stand today, how your finances fit together and what you are working towards.

A way forward

Turn your goals into a practical financial plan, with clear steps to help you move towards the future you want.

Greater confidence

Make financial decisions with the reassurance that they form part of a wider plan built around your priorities.

How your financial plan comes together

Start with your goals

We begin by understanding what matters to you, what you want to achieve and how you see the years ahead. Your first conversation is without obligation.

Understand where you are today

We bring together the different parts of your finances, including your income, savings, pensions and investments, to build a clear picture of your current position.

Build your financial plan

We connect your finances with your goals and set out a clear way forward, explaining our recommendations and the thinking behind them.

Adapt as life changes

Financial planning is ongoing. We review your plan over time and make adjustments as your circumstances, priorities and goals evolve.

Financial planning that moves with you

Life changes, and your financial plan should be able to change with it. We review your plan regularly, looking at what’s changed in your circumstances, priorities and goals, then make adjustments where needed. That way, your plan stays relevant to the life you’re living now and the future you’re working towards.

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The building blocks of your financial plan

Pensions and savings

Bring your pensions and savings into one clear picture, so you understand what you have today and how it can support the future you want.

Investments

Where investing forms part of your plan, we shape an approach around your goals, timeframe and attitude to risk. The value of investments can fall as well as rise, and you may get back less than you invest.

Planning for retirement

Understand how your finances could support the retirement you want, from building towards it to creating an income when you’re ready to step back.

Preparing for the unexpected

Consider how unexpected changes could affect your finances and what can be put in place to help keep your wider plans on track.

Passing on your wealth

Plan ahead for how you’d like your wealth to support the people you care about, bringing later-life and estate considerations into the bigger picture.

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Client Story

How a referral to Reeves changed David's retirement

David’s journey with Reeves gave him confidence and a comfortable retirement, all whilst making sure his kids will be taken care of after he’s gone. That’s the power of financial planning.

Read David's story

FAQs

Your financial planning questions answered

What is financial planning?

Financial planning is about understanding where you are today, what you want from the future and how your money can help you get there. It brings your savings, pensions, investments and wider finances together into a clear plan that can evolve with you over time.

What does a financial adviser do?

A financial adviser helps you understand your financial position, consider your options and make informed decisions about your future. This could include pensions, retirement, investments and wider financial planning, with recommendations shaped around your individual circumstances.

Do I need a financial plan?

A financial plan can be useful whenever you have longer-term goals or important financial decisions ahead. It can help you understand whether you’re on track, where changes may be needed and how different decisions could affect your future.

Can financial planning help with retirement?

Yes. Financial planning can help you understand what your pensions, savings and investments could provide, when you might be able to retire and how you could create an income once you do. It brings those decisions together around the retirement you want.

How often should my financial plan be reviewed?

Your plan should move with your life. Regular reviews give you the opportunity to consider changes in your circumstances, goals and finances, and make adjustments where appropriate. We’ll agree the right level of ongoing support with you.

How much does financial planning cost?

The cost depends on your circumstances and the work involved. We’ll explain our charges clearly before you decide to proceed, so you understand what you’ll pay and what the service includes. Your initial conversation is at no cost.

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