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Based in Ascot
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Reece is a fully qualified Financial Adviser and holds a Diploma in Regulated Financial Planning and a Certificate in Mortgage Advice. Reece did his degree in Business Studies and Financial Services and has had a passion for Financial Services ever since. He has spent around 14 months working abroad for Citi Group (NYC) in their Global Wealth Management division, and the last 8 years specialising in investments, pensions, tax-planning, mortgages, and protection advice for private individuals in the UK. Reece is a firm believer in building long-term relationships that deliver the best results from financial planning decisions. Outside of work, Reece likes to keep fit and enjoys challenging himself. He's completed a number of endurance events in the past - including the London to Brighton Bike Ride and the MK Half Marathon. Reece finds it really rewarding to see just how far you can push yourself if you put your mind to it, whilst helping raise awareness and funds for good causes, too. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension). Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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