Strategic Personal Wealth Management

At Reeves, our Private Wealth Management service is designed to help you manage, grow, and protect your wealth with expert guidance and a truly personal approach. We understand that your financial situation, goals, and aspirations are unique, and so your wealth management strategy should be too.

What is Private Wealth Management?

Private wealth management is a tailored financial service that provides high-net-worth individuals with strategic advice and bespoke financial solutions. It goes beyond basic financial planning, offering a holistic approach that brings together investment management, tax planning, estate planning, and retirement strategies under one clear, cohesive plan.

At Reeves, we take the time to understand not only your financial position but also your long-term ambitions and lifestyle needs. This insight allows us to create a strategy that aligns perfectly with your goals, whether you’re looking to grow your wealth, preserve it for future generations, or maximise its efficiency.

Have a chat with our team!

Reeves brings decades of expertise and a commitment to truly personal service. Our Private Wealth Management offering is built on trust, transparency, and a deep understanding of our clients’ individual needs.

When you partner with us, you gain access to:

Highly qualified financial advisers with extensive experience.
A holistic approach that covers every aspect of your financial life.
Bespoke strategies tailored specifically to your goals and circumstances.
Ongoing support and proactive advice to keep your wealth strategy on course.

Ready to take control of your financial future with confidence? Get in touch with Reeves today to learn more about our Private Wealth Management services and how we can help you achieve your goals.

How our private wealth management service works

1. Discovery and Understanding: We start by getting to know you — your financial position, goals, and aspirations. Through in-depth conversations, we understand your needs and priorities.

2. Tailored Strategy Development: With a full picture of your current situation and future ambitions, we create a bespoke wealth management plan tailored specifically for you.

3. Implementation: We put your strategy into action, carefully selecting and managing your investments, structuring your finances tax-efficiently, and ensuring every element of your plan is working toward your long-term success.

4. Ongoing Monitoring and Adjustment: As life evolves, so should your financial strategy. We regularly review your plan’s performance and make adjustments when needed to keep you on track toward your goals.

Important information

Pensions are a long term commitment, you may not be able to access your pension funds until the age of 55 (currently), investments can go down as well as up and you might not get back your initial capital. Pension and tax legislation does and can change in the future which could impact your pension.

Please note: The Financial Conduct Authority does not regulate tax planning.

As a mortgage is secured against your property it may be repossessed if you do not keep up the mortgage repayments.

The value of your investment and any income from it could fall or rise, and you may not get back the full amount you invest.

Past performance is not a reliable indicator of future results. We always recommend you talk to a qualified financial adviser before making any investment decisions.