UK Independent. Sourced. Primary. · Est. 2024

Reeves Independent Wills And Estate Planning Ltd. | IFA Financial Advisers | Newcastle Upon Tyne | Est. 2013

Reeves Independent Wills And Estate Planning Ltd. is a ifa financial advisers registered in Newcastle Upon Tyne, established 2013. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

Financial IndexIFA Index › Reeves Independent Wills And Estate Planning Ltd.

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Reeves Independent Wills And Estate Planning Ltd.

IFA Financial Advisers · Newcastle Upon Tyne, Newcastle · Est. 2013

13 years
Active Trading
Active
CH Status
08565358
Company No
2025
Accounts to

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Company Registration Details

Registered company nameReeves Independent Wills And Estate Planning Ltd.
Companies House number08565358 →
Company typePrivate Limited Company (Ltd)
Registered addressPark View House Front Street Benton, NE7 7TZ
City / RegionNewcastle Upon Tyne, Newcastle
Date incorporated2013
Years trading13 years
CH statusActive
SpecialismRecorded activity: 70221
Index statusClaim this listing →

About Reeves Independent Wills And Estate Planning Ltd.

Founded in 2013, Reeves Independent Wills And Estate Planning Ltd. has been active for 13 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.

It is one of 20 ifa financial advisers listed in Newcastle on this index of 1663 UK firms in the category.

Confirm authorisation at register.fca.org.uk and check the individual adviser appears on the register too.

What IFA Financial Advisers Do

Advisers assess a client's circumstances and recommend investments, pensions or protection accordingly. Charging structures vary, but all must be disclosed and agreed before advice is given.

Advice from an authorised firm carries statutory complaint and compensation routes that unauthorised advice does not.

How to Choose the Right IFA Financial Adviser

The first meeting should establish scope, charges and whether the firm's specialisms fit your situation. Clarify what happens between reviews: access, ad-hoc queries and whether they carry extra charges.

Ongoing service charges should map to a defined annual service; ask what the review actually covers.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.
How much does independent financial advice cost?
Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.
Do I need an IFA or can I manage my investments myself?
You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.
What qualifications should an IFA have?
Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.
What happens if I receive bad financial advice from an IFA?
Complain to the firm first, which must respond within eight weeks; if unresolved, the Financial Ombudsman Service can consider the case and award compensation for eligible complaints, and firms carry professional indemnity insurance behind that.

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Cfs Independent Financial Advisers LimitedNewcastle Upon Tyne · Est. 2017View →

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Important notice: The information on this page is drawn from the Companies House public register. Kaeltripton.com operates as an independent directory and has no affiliation with Reeves Independent Wills And Estate Planning Ltd. or any firm listed. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.

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