Reece has worked in the financial services industry for over 12 years, providing a comprehensive financial planning service to both private and corporate clients.
Reece is experienced in advising both individuals and companies on a wide range of financial matters. He specialises in bespoke financial planning, investment management, pre and post-retirement planning, estate and succession planning, including inheritance tax solutions; as well as both personal and business protection.
Essentially, he sees his approach as one of problem-solving for his clients and meeting his clients’ objectives. As a result, his clients can expect to receive the most comprehensive and appropriate advice at all times.
Outside of work
Reece lives in North London with his wife and two sons. In his spare time, he enjoys spending time with his family and friends, travelling, playing and watching football. Having completed the London Marathon, raising money for Cherry Lodge Cancer Care, a Triathlon and a Tough Mudder event, he is now considering his next sporting challenge.
Reece has attained the level of Chartered Financial Planner which demonstrates the highest standards of knowledge, capability and practice. He is also a STEP Affiliate, having completed the Financial Services Certificate – Trusts and Estates Planning to support his work with estate and succession planning. Reece is also a Chartered Insurance Institute accredited Later Life Advice Specialist, advising on long-term care and equity release solutions for clients.
As a Fellow of the Personal Finance Society, Reece is committed to ensuring that his industry knowledge remains relevant and current by placing a strong emphasis on his personal development.
All financial advisers in the UK must be registered on the Financial Conduct Authority (FCA) register and hold a valid Statement of Professional Standing (SPS). In an age where financial scams pose a real threat, it’s important to make sure you don’t take financial advice from anyone who doesn’t appear on the FCA Register or hold a valid SPS.
FPFS – Fellow, Personal Finance Society
To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.
Chart FP – Chartered Financial Planner
Having achieved the APFS designation, advisers can go on to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.
AdvDipIP – Advanced Diploma in Financial Planning
This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.
AF1 – Personal Tax and Trust Planning
This examination assesses the candidate to develop in-depth financial planning skills related to personal tax and trusts.
AF3 – Pension Planning
This examination assesses the candidate to develop in-depth financial planning skills related to personal and corporate pensions.
AF5 – Financial Planning Process
This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.
AF7 – Pensions Transfers
The objective of this pension transfer qualification unit is to develop the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits.
This exam brings our advisers up-to-date with the fundamental aspects of the pension transfer process; the implications of transferring between different types of pensions; and develops their advice skills across a range of client circumstances and scenarios.
DipFP – Diploma in Financial Planning
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
J04 – Pension Funding Options
At the end of this unit, candidates should be able to demonstrate an understanding of the: main tax and legal frameworks that govern the accumulation phase of building up retirement benefits under registered pension schemes; features of defined contribution and defined benefit pensions; choices faced by early leavers and use of transfer value analysis; State retirement benefits available, including the risks and suitability of contracting out of the State Second Pension.
CF2 – Investment and Risk
This examination assesses a knowledge and understanding of investment products and the risks involved.
CF3- Financial Protection
This examination assesses a knowledge and understanding of financial protection plans.
CF4 – Retirement Planning
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
CF6 – Certificate in Mortgage Advice
This qualification develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.
CF8 – Certificate in Financial Planning and Long-Term Care Insurance
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long-term care insurance products and the giving of long-term care insurance advice.
ER1 – Equity Release
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
PFS – Later Life Advice Specialist
Later Life Advice Specialists are identified on the Personal Finance Society ‘Your Money Adviser’ register. Only those advisers that have met the eligibility requirements and have opted into the ongoing CPD commitment required of a specialism will be shown in such search results.