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Financial Adviser Newcastle

Your independent financial adviser in Newcastle

Based in Benton, Reeves Independent helps people across the North East plan for retirement with confidence. Our independent, FCA-regulated advice is shaped around you, your finances and the retirement you want.

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Photo of the Tyne Bridge in Newcastle Upon Tyne, UK.

Retirement advice with North East roots

For more than 30 years, we’ve helped people across the North East make sense of their pensions and plan for the retirement ahead.

From our Benton office, you’ll get independent advice, genuine retirement expertise and a plan built around you.

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30+

Years advising North East clients

4,500+

Clients we look after

96%

Clients who stay with us

How we help people in Newcastle

Plan for the retirement you want

We’ll help you understand where you stand today, what retirement could look like and the steps that can help you get there.

Make more of your pensions

Whether you have several old pensions or one you’re unsure about, we’ll help you understand what you have and consider what comes next.

Invest with a clear purpose

Your investments should support the retirement you’re planning for. We’ll build an approach around your goals, circumstances and how you feel about risk.

Plan with tax in mind

Tax can make a difference to what you have available in retirement. We’ll consider it as part of your wider plan and the decisions you make.

Getting started is simple

  1. Book your free review

    Choose a time that works for you. We’ll start with a conversation about where you are now, what you want from retirement and how we can help.

  2. Explore where you stand

    We’ll take a closer look at your finances, including your pensions, and help you understand where you are today and what your options could be.

  3. Build your retirement plan

    If you decide to work with us, we’ll turn what we’ve learned into clear recommendations and a retirement plan built around you.

Our Services

Where we can help

Retirement Planning Hero

Retirement Planning

Understand where you stand today and build a clear plan for the retirement you want. 

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Pension Advice Hero

Pension Advice

Make sense of the pensions you’ve built up and understand the options available to you. 

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Investment Advice

Put your money to work with an investment approach shaped around your goals, circumstances and attitude to risk. 

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Tax Planning

Make tax part of the bigger picture, with advice that considers your wider finances and retirement plans. 

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Pension schemes we see most often

Most people come to us with a mix of pensions built up over their working life, from old workplace schemes to personal pensions and pots left behind after changing jobs. Here are some of the pensions we help people make sense of every day.

Workplace and auto-enrolment pensions

Built up through employers over the years, often with providers like Nest, The People’s Pension or Aviva. They can be easy to lose track of when you change jobs.

Personal and private pensions

Set up individually, sometimes years ago and half-forgotten. We help you understand what you have and whether it still fits with your plans for retirement.

Old company and group pensions

Pensions from previous employers can sit untouched for years. We help bring them back into the picture and understand the role they could play in your retirement.

Self-invested personal pensions (SIPPs)

SIPPs can give you more choice over how your pension is invested. We help you understand what you hold and whether it remains right for your retirement plans.

Client Stories

People we have helped

Webinar Hero

Retirement

How Reeves Helped David Approach Retirement with Confidence

“More than anything else, it’s given us confidence. I feel comfortable. I don’t have to worry about things.”  When David came to Reeves in…

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by Reeves Team

Graham & Carole

Retirement

A Relationship That Has Grown With Graham and Carole

“The details and the data they can give you just helps you make the decisions.” – Graham  Graham and Carole’s relationship with Reeves started…

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by Reeves Team

Jim Kelly

Retirement

How Reeves Helped Jim Retire Early and Make His Camper Van Dream a Reality

“With the guidance and support of Reeves, I was able to retire at the age of 56. That’s nine years earlier than I had…

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by Reeves Team

Find us in Newcastle

You’ll find our Newcastle office at Park View House in Benton. If you’re coming in to see us, here’s everything you need to plan your visit.

Address
Reeves Independent Ltd
National Advice Centre
Park View House
Benton
Newcastle upon Tyne
NE7 7TZ

Phone
0800 989 0029

Email
[email protected]

Opening hours
Monday to Friday, 9am to 5:30pm
Closed on bank holidays