Business Details
Trusted Financial Advisers in West Sussex
Reedman Wealth Management has built its reputation on fostering long-term, trusted relationships with clients through over 22 years of industry experience. Our philosophy centres on delivering bespoke financial solutions tailored to individual needs, combining technical expertise with integrity. As an Appointed Representative of St. James's Place Wealth Management plc, we leverage a network of high-standard providers to ensure clients receive comprehensive wealth management services. Our approach prioritises face-to-face advice, regular reviews, and transparent communication to help clients navigate complex financial landscapes.With a focus on building trust and understanding, we work closely with individuals, families, and businesses in West Sussex and beyond to achieve their financial aspirations. Client testimonials highlight our professionalism, accessibility, and commitment to long-term planning, reinforced by our adherence to Financial Conduct Authority regulations. This foundation of experience, expertise, and client-centric service positions us as a reliable partner in wealth management.
Services
Investment Management
Retirement Planning
Protection Planning
Corporate Services
Mortgages
Intergenerational Wealth Management
Highlights and features
- We have over 22 years of industry experience in wealth management.
- Bespoke financial solutions tailored to your unique circumstances.
- Regulated by the Financial Conduct Authority (FCA) for compliance and trust.
- Part of the St. James's Place Partnership network for premium product access.
- Face-to-face advice focused on long-term financial security.
Associations and certifications
- Financial Conduct Authority (FCA)
- St. James's Place Partnership
What people say
Exceptionally high level of service
Honest & transparent
Sound advice
Approachable
Trustworthy & helpful advice
Services
Investment Management
Our investment management service focuses on creating tailored portfolios aligned with your financial goals and risk tolerance. We utilise St. James's Place Wealth Management's expertly curated funds to maximise growth potential while maintaining compliance with regulatory standards. Regular reviews ensure your investments adapt to market changes and evolving personal circumstances.
Retirement Planning
We design comprehensive retirement plans to ensure financial security during your post-work years. By analysing current savings, projected needs, and tax implications, we develop strategies to optimise pension pots and income streams. Our approach combines long-term planning with flexibility to accommodate life's uncertainties.
Protection Planning
Protection planning safeguards your financial future against unforeseen events through tailored insurance solutions. We assess life, health, and income protection needs to create robust safety nets for you and your dependants. Our recommendations prioritise affordability and comprehensive coverage from trusted providers.
Corporate Services
Corporate services address the financial needs of businesses through strategic planning and wealth management solutions. We assist with succession planning, employee benefits, and tax-efficient structures to support sustainable growth. Our expertise caters to company directors and business owners seeking integrated financial strategies.
Intergenerational Wealth Management
This service focuses on transferring wealth across generations while minimising tax liabilities and preserving family assets. We implement inheritance tax planning, trusts, and gifting strategies to protect your legacy. Our approach balances current needs with long-term family financial security.
People
Tim Reedman
Principal
Tim Reedman, with over 22 years of financial industry experience, specialises in wealth management for individuals and businesses. His client-focused approach prioritises long-term relationships and bespoke solutions through St. James's Place partnerships. Tim's expertise in investment, retirement, and protection planning is complemented by his commitment to transparency and regulatory compliance.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, protection planning, corporate services, and intergenerational wealth management tailored to individual needs.
How do you work with clients?
We provide face-to-face advice, conduct thorough financial assessments, and create bespoke strategies with regular reviews to adapt to changing circumstances.
Which areas do you serve?
We primarily serve clients in West Sussex and Berkshire, with nationwide capabilities through St. James's Place Wealth Management partnerships.
What is your relationship with St. James's Place?
We are an Appointed Representative of St. James's Place Wealth Management plc, authorised by the Financial Conduct Authority to offer their regulated products and services.
How are investments managed?
Investments are managed through St. James's Place funds, with regular monitoring to ensure alignment with your goals and market conditions.
What if I need urgent financial advice?
While we don't offer 24/7 services, clients consistently report prompt and accessible support during standard business hours for urgent matters.
