Business Details
30 Years
experience
Your Trusted Financial Advisers in Newcastle Upon Tyne
Established in 1996 by Nigel Reeves, our firm has become a trusted name in financial planning, specialising in pensions, retirement, and investment management. We are proud to be authorised and regulated by the Financial Conduct Authority, ensuring our clients receive advice that meets rigorous industry standards. With over 900 million of funds under management and 5,000+ ongoing clients, our expertise extends across tailored retirement strategies, tax-efficient investments, and comprehensive financial reviews. Our dedicated team delivers honest, transparent, and friendly advice, prioritising clients' long-term financial security. Recognised as a top 100 advice firm by the Financial Times, we combine deep sector knowledge with a commitment to ongoing education and client-centric service.Our approach ensures that every recommendation aligns with individual goals, risk profiles, and communication preferences. By actively monitoring global markets and partnering with leading fund managers, we continuously refine our strategies to deliver optimal outcomes. We maintain full transparency about market risks and regulatory considerations, always recommending clients consult qualified advisers before making investment decisions. Our five-star Trustpilot reviews reflect our dedication to excellence, and our ongoing service ensures clients receive continuous support throughout their financial journey. Through decades of experience and a focus on long-term relationships, we empower clients to achieve financial confidence and security.
Services
Retirement planning
Investment management
Tax planning
Retiring abroad
Wills and estate planning
Details
- Year established: 1996
Highlights and features
- We offer bespoke retirement planning tailored to individual needs and goals.
- Our team manages over 900 million in client funds with proven expertise.
- FCA regulated for compliance with rigorous financial industry standards.
- Five-star rated by clients for transparent, client-centric financial guidance.
- We provide ongoing investment monitoring and tax-efficient strategy development.
Associations and certifications
- Financial Conduct Authority
What people say
Expert guidance
Tailored plans
Transparent advice
Professional team
Reliable service
Services
Retirement planning
Our retirement planning service creates customised strategies to maximise pension income while minimising tax liabilities. We assess individual circumstances, financial goals, and risk profiles to develop comprehensive plans. Clients receive ongoing support to adapt strategies as regulations and personal circumstances evolve.
Investment management
We offer tailored investment solutions across ten portfolio strategies, balancing risk and return based on client preferences. Our disciplined approach focuses on long-term growth through diversified asset allocation and continuous market monitoring. Regular portfolio reviews ensure alignment with evolving financial objectives.
Tax planning
Our tax planning specialists identify legitimate opportunities to reduce liabilities through pensions, ISAs, and inheritance tax strategies. We provide ongoing guidance to navigate changing tax regulations and implement efficient investment structures. Services include annual tax liability reviews and strategic planning for retirement.
People
Nigel Reeves
Founder and CEO
Nigel established Reeves Independent in 1996, building it into an FCA-regulated firm managing 900M+ in client funds. With decades of financial services experience, he oversees strategic direction while maintaining client relationships. His leadership focuses on ethical practices and innovative financial solutions.
Questions
What is Reeves' free financial review?
Our free review provides a comprehensive analysis of your financial situation, offering tailored pension and investment recommendations to help achieve retirement goals.
How does retirement planning work?
We assess your financial position, goals, and risk tolerance to create a customised plan focusing on income maximisation and tax efficiency.
What investment strategies do you use?
We employ diversified portfolios across ten strategies, focusing on long-term growth with disciplined risk management and regular performance reviews.
Are you regulated by financial authorities?
Yes, we are authorised and regulated by the Financial Conduct Authority under registration number 839943.
Do you offer tax planning services?
Yes, our experts provide tax-efficient strategies including pension optimisation, ISA utilisation, and inheritance tax planning solutions.
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Reviews (5)
Olly Peach
Jan 28, 2020
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I've been with Reeves for 10 years and would not hesitate to thoroughly recommend them. Honest straightforward team. Bang up to date and trustworthy.
Anne Livesey
Jan 12, 2016
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Nigel is knowledgeable and supportive. He's very proactive as an IFA and always has my needs and concerns as the central focus. He is straightforward and honest; no flannel, no condescention, no flash car (out of my profits), just great advice. I would recommend him wholeheartedly
Paul Ruyssevelt
Nov 23, 2015
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Nigel Reeves has provide advice to me in respect of my own pension requirements and in respect of two family trusts. I have been very pleased with the advice provided by Nigel and I am very happy with the standard of service provided by Reeves Independent
Martyn Healy
Nov 13, 2015
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"Nigel is a seriously good guy in financial advice and planning. He is always up to date with latest legislation which means I benefit quickly in any changes. Since having Nigel on my side I feel very comfortable with my investments and pension planning"
Neil Donald
Jun 21, 2015
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Nigel and his team provided a bespoke pension service tailored to my specific requirements and has expertly advised and explained the process at every stage, sharing his insight and knowledge with a personable and easy going approach. I would have no problem in recommending Nigel and his team, and look forward to using his services, on an ongoing basis, in the future.
